Elevated Capital Advisors
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
Q3 		– Sell
-579
Closed -$28.2K – 888
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

Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Elevated Capital Advisors's XFIV Position: Q3 2026 in Review

Elevated Capital Advisors sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2026, closing a stake of 579 shares — an estimated $28.2K sold.

Elevated Capital Advisors first reported a position in XFIV in Q1 2026 and held it in 2 quarters. The position peaked at $54.8K in Q1 2026. 30 funds tracked by Wall St. Rank hold XFIV as of Q3 2026.

  • Elevated Capital Advisors reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Elevated Capital Advisors sold 579 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $28.2K.
  • Elevated Capital Advisors first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2026 and held it in 2 quarters.
  • Elevated Capital Advisors's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $54.8K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.