Global Retirement Partners’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Global Retirement Partners’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 Q4	$15.4K	Buy	312 +267	+593%	+$13.3K	﹤0.01%	2984
2025 Q3	$2.23K	Hold	45	–	–	﹤0.01%	3291
2025 Q2	$2.22K	Buy	+45	New	+$2.2K	﹤0.01%	3206
2024 Q4	$2.16K	Hold	45	–	–	﹤0.01%	3053
2024 Q3	$2.25K	Hold	45	–	–	﹤0.01%	2900
2024 Q2	$2.17K	Hold	45	–	–	﹤0.01%	2940
2024 Q1	$2.18K	Hold	45	–	–	﹤0.01%	2713
2023 Q4	$2.2K	Hold	45	–	–	﹤0.01%	2635
2023 Q3	$2.12K	Hold	45	–	–	﹤0.01%	2518
2023 Q2	$2.19K	Buy	+45	New	+$2.23K	﹤0.01%	2518

Other funds holding XFIV

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $730M AUM 16.46% 1-Year Est. Return

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $2.82B AUM 31.23% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return