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

Blume Capital 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	$1.7M	Sell	34,890 -625	-2%	-$30.5K	0.25%	70
2026 Q1	$1.75M	Sell	35,515 -1,275	-3%	-$63.1K	0.3%	63
2025 Q4	$1.82M	Sell	36,790 -500	-1%	-$24.8K	0.33%	60
2025 Q3	$1.85M	Hold	37,290	–	–	0.35%	55
2025 Q2	$1.84M	Buy	37,290 +1,175	+3%	+$57.4K	0.37%	53
2025 Q1	$1.77M	Sell	36,115 -750	-2%	-$36.2K	0.4%	53
2024 Q4	$1.77M	Buy	+36,865	New	+$1.79M	0.4%	53

Other funds holding XFIV

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Blume Capital Management's XFIV Position: Q2 2026 in Review

Blume Capital Management reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 1.8% in Q2 2026, selling an estimated $30.5K and leaving 34,890 shares worth $1.7M. The position accounts for 0.25% of the portfolio, ranked #70.

Blume Capital Management first reported a position in XFIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q3 2025. 26 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

Blume Capital Management held 34,890 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $1.7M as of Q2 2026.
Blume Capital Management sold 625 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $30.5K.
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.25% of Blume Capital Management's portfolio in Q2 2026, its #70 holding.
Blume Capital Management first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Blume Capital Management's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $1.85M in Q3 2025.
26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.