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COMPASS FINANCIAL MANAGEMENT LLC’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$14.9K Buy
+308
New +$15K ﹤0.01% 964

Other funds holding XFIV

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's XFIV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q2 2026: 308 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings.

44 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 308 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $14.9K as of Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #964 holding.
  • 44 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.