Financial Guidance Group’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Financial Guidance Group’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	$3.26M	Sell	66,879 -9,612	-13%	-$469K	1.22%	31
2026 Q1	$3.76M	Buy	76,491 +1,599	+2%	+$79.1K	1.51%	25
2025 Q4	$3.71M	Buy	74,892 +22,161	+42%	+$1.1M	1.52%	25
2025 Q3	$2.61M	Buy	52,731 +7,437	+16%	+$367K	1.17%	30
2025 Q2	$2.24M	Buy	+45,294	New	+$2.21M	1.09%	31

Other funds holding XFIV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Financial Guidance Group's XFIV Position: Q2 2026 in Review

Financial Guidance Group reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 13% in Q2 2026, selling an estimated $469K and leaving 66,879 shares worth $3.26M. The position accounts for 1.22% of the portfolio, ranked #31.

Financial Guidance Group first reported a position in XFIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.76M in Q1 2026. 26 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

Financial Guidance Group held 66,879 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $3.26M as of Q2 2026.
Financial Guidance Group sold 9,612 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $469K.
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 1.22% of Financial Guidance Group's portfolio in Q2 2026, its #31 holding.
Financial Guidance Group first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Financial Guidance Group's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $3.76M in Q1 2026.
26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.