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Belpointe Asset Management’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Belpointe Asset Management’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
Q2 		$570K Buy
11,707
+493
+4% +$24K 0.02% 678
2026
Q1 		$551K Buy
11,214
+926
+9% +$45.8K 0.02% 658
2025
Q4 		$509K Buy
10,288
+3,583
+53% +$178K 0.02% 650
2025
Q3 		$332K Buy
6,705
+198
+3% +$9.76K 0.01% 763
2025
Q2 		$321K Buy
6,507
+276
+4% +$13.5K 0.01% 735
2025
Q1 		$306K Sell
6,231
-34
-0.5% -$1.64K 0.02% 723
2024
Q4 		$311K Sell
6,265
-3,975
-39% -$193K 0.02% 642
2024
Q3 		$512K Buy
10,240
+4,177
+69% +$206K 0.03% 496
2024
Q2 		$292K Sell
6,063
-668
-10% -$32K 0.02% 594
2024
Q1 		$326K Buy
6,731
+1,093
+19% +$53.1K 0.02% 557
2023
Q4 		$277K Buy
+5,638
New +$269K 0.02% 549

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Belpointe Asset Management's XFIV Position: Q2 2026 in Review

Belpointe Asset Management increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 4.4% in Q2 2026, buying an estimated $24K and bringing the position to 11,707 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #678.

Belpointe Asset Management first reported a position in XFIV in Q4 2023 and has held it in 11 quarters since. 26 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Belpointe Asset Management held 11,707 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $570K as of Q2 2026.
  • Belpointe Asset Management bought 493 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $24K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #678 holding.
  • Belpointe Asset Management first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.