Commonwealth Equity Services’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Commonwealth Equity Services’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	$417K	Buy	8,573 +579	+7%	+$28.2K	﹤0.01%	3459
2026 Q1	$393K	Buy	7,994 +68	+0.9%	+$3.36K	﹤0.01%	3418
2025 Q4	$392K	Buy	7,926 +1,062	+15%	+$52.7K	﹤0.01%	3401
2025 Q3	$340K	Buy	+6,864	New	+$338K	﹤0.01%	3519

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

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

Commonwealth Equity Services's XFIV Position: Q2 2026 in Review

Commonwealth Equity Services increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 7.2% in Q2 2026, buying an estimated $28.2K and bringing the position to 8,573 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #3459.

Commonwealth Equity Services first reported a position in XFIV in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

Commonwealth Equity Services held 8,573 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $417K as of Q2 2026.
Commonwealth Equity Services bought 579 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $28.2K.
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3459 holding.
Commonwealth Equity Services first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
25 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.