ECA
XFIV icon

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

Elevated Capital 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
Q2 		$28.2K Sell
579
-535
-48% -$26.1K 0.01% 387
2026
Q1 		$54.8K Buy
+1,114
New +$55.1K 0.01% 340

Other funds holding XFIV

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Elevated Capital Advisors's XFIV Position: Q2 2026 in Review

Elevated Capital Advisors reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 48% in Q2 2026, selling an estimated $26.1K and leaving 579 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #387.

Elevated Capital Advisors first reported a position in XFIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $54.8K in Q1 2026. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Elevated Capital Advisors held 579 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $28.2K as of Q2 2026.
  • Elevated Capital Advisors sold 535 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $26.1K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #387 holding.
  • Elevated Capital Advisors first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Elevated Capital Advisors's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $54.8K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.