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

Farther Finance 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 		$10.5K Sell
224
-35
-14% -$1.68K ﹤0.01% 4592
2026
Q2 		$12.6K Buy
+259
New +$12.6K ﹤0.01% 4276

Other funds holding XFIV

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

Farther Finance Advisors's XFIV Position: Q3 2026 in Review

Farther Finance Advisors reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 14% in Q3 2026, selling an estimated $1.68K and leaving 224 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4592.

Farther Finance Advisors first reported a position in XFIV in Q2 2026 and has held it in 2 quarters since. The position peaked at $12.6K in Q2 2026. 4 funds tracked by Wall St. Rank hold XFIV as of Q3 2026.

  • Farther Finance Advisors held 224 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $10.5K as of Q3 2026.
  • Farther Finance Advisors sold 35 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $1.68K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4592 holding.
  • Farther Finance Advisors first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Farther Finance Advisors's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $12.6K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

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