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

Capital 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
2026 Q2	$222K	Buy	+4,565	New	+$223K	0.05%	38

Other funds holding XFIV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return