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
2026 Q2	$81.5K	Buy	+1,675	New	+$81.7K	﹤0.01%	2210
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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

CICC

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Retirement Partners's XFIV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q2 2026: 1,675 shares worth $81.5K. The stake represents ﹤0.01% of the portfolio and ranks #2210 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XFIV as recently as Q4 2025.

Global Retirement Partners first reported a position in XFIV in Q2 2023 and has held it in 11 quarters since. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

Global Retirement Partners held 1,675 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $81.5K as of Q2 2026.
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Global Retirement Partners position in Q2 2026.
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2210 holding.
Global Retirement Partners first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2023 and has held it in 11 quarters since.
60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.