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Atwood & Palmer’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Atwood & Palmer’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
2026
Q3 		$5.32M Buy
+114,090
New +$5.46M 0.27% 57

Other funds holding XFIV

CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer's XFIV Position: Q3 2026 in Review

Atwood & Palmer opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2026: 114,090 shares worth $5.32M. The stake represents 0.27% of the portfolio and ranks #57 among its holdings.

5 funds tracked by Wall St. Rank hold XFIV as of Q3 2026.

  • Atwood & Palmer held 114,090 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $5.32M as of Q3 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Atwood & Palmer position in Q3 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.27% of Atwood & Palmer's portfolio in Q3 2026, its #57 holding.
  • 5 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.