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Allworth Financial’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Allworth Financial’s Portfolio XFIV Stock Details XFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-327
Closed -$16.1K – 5062
2025
Q2 		$16.1K Buy
+327
New +$16K ﹤0.01% 2647

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Allworth Financial's XFIV Position: Q3 2025 in Review

Allworth Financial sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2025, closing a stake of 327 shares — an estimated $16.1K sold.

Allworth Financial first reported a position in XFIV in Q2 2025 and held it in 1 quarter. The position peaked at $16.1K in Q2 2025. 38 funds tracked by Wall St. Rank hold XFIV as of Q3 2025.

  • Allworth Financial reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 327 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $16.1K.
  • Allworth Financial first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Allworth Financial's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $16.1K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.