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Beacon Capital Management LLC (Tennessee)’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-907
Closed -$44.7K – 1031
2025
Q2 		$44.7K Buy
907
+899
+11,238% +$43.9K 0.01% 356
2025
Q1 		$393 Buy
+8
New +$387 ﹤0.01% 1092

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Beacon Capital Management LLC (Tennessee)'s XFIV Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2025, closing a stake of 907 shares — an estimated $44.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XFIV in Q1 2025 and held it in 2 quarters. The position peaked at $44.7K in Q2 2025. 38 funds tracked by Wall St. Rank hold XFIV as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 907 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $44.7K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2025 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $44.7K 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 Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.