CAWM
XFIV icon

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

Capital A Wealth 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
2025
Q2 		– Sell
-11
Closed -$540 – 847
2025
Q1 		$540 Buy
+11
New +$531 ﹤0.01% 621

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

Capital A Wealth Management's XFIV Position: Q2 2025 in Review

Capital A Wealth Management sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q2 2025, closing a stake of 11 shares — an estimated $540 sold.

Capital A Wealth Management first reported a position in XFIV in Q1 2025 and held it in 1 quarter. The position peaked at $540 in Q1 2025. 33 funds tracked by Wall St. Rank hold XFIV as of Q2 2025.

  • Capital A Wealth Management reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 11 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $540.
  • Capital A Wealth Management first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $540 in Q1 2025.
  • 33 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.