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CoreCap Advisors’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

CoreCap Advisors’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
Q3 		– Sell
-180
Closed -$8.76K – 3375
2026
Q2 		$8.76K Buy
+180
New +$8.78K ﹤0.01% 2112

Other funds holding XFIV

CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's XFIV Position: Q3 2026 in Review

CoreCap Advisors sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2026, closing a stake of 180 shares — an estimated $8.76K sold.

CoreCap Advisors first reported a position in XFIV in Q2 2026 and held it in 1 quarter. The position peaked at $8.76K in Q2 2026. 5 funds tracked by Wall St. Rank hold XFIV as of Q3 2026.

  • CoreCap Advisors reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 180 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $8.76K.
  • CoreCap Advisors first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2026 and held it in 1 quarter.
  • CoreCap Advisors's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $8.76K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.