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Endeavor Private Wealth’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Endeavor Private Wealth’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
2025
Q2 		– Sell
-6,449
Closed -$317K – 145
2025
Q1 		$317K Buy
6,449
+3,865
+150% +$187K 0.17% 100
2024
Q4 		$124K Buy
+2,584
New +$126K 0.12% 79

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

Endeavor Private Wealth's XFIV Position: Q2 2025 in Review

Endeavor Private Wealth sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q2 2025, closing a stake of 6,449 shares — an estimated $317K sold.

Endeavor Private Wealth first reported a position in XFIV in Q4 2024 and held it in 2 quarters. The position peaked at $317K in Q1 2025. 33 funds tracked by Wall St. Rank hold XFIV as of Q2 2025.

  • Endeavor Private Wealth reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Endeavor Private Wealth sold 6,449 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $317K.
  • Endeavor Private Wealth first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Endeavor Private Wealth's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $317K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2025.

Based on Endeavor Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.