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XFIV icon

Gradient Investments’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Gradient Investments’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 		$26.8M Sell
549,620
-943,633
-63% -$46M 0.37% 81
2026
Q1 		$73.4M Buy
1,493,253
+231,051
+18% +$11.4M 1.14% 17
2025
Q4 		$62.5M Buy
1,262,202
+124,813
+11% +$6.2M 0.99% 25
2025
Q3 		$56.3M Buy
1,137,389
+75,531
+7% +$3.72M 0.94% 26
2025
Q2 		$52.4M Buy
1,061,858
+58,056
+6% +$2.84M 0.96% 26
2025
Q1 		$49.3M Buy
1,003,802
+105,392
+12% +$5.09M 0.99% 28
2024
Q4 		$43.1M Buy
898,410
+323,684
+56% +$15.7M 0.87% 29
2024
Q3 		$28.7M Sell
574,726
-16,091
-3% -$795K 0.6% 56
2024
Q2 		$28.5M Sell
590,817
-29,518
-5% -$1.41M 0.64% 49
2024
Q1 		$30.1M Buy
620,335
+522,714
+535% +$25.4M 0.7% 40
2023
Q4 		$4.79M Buy
+97,621
New +$4.66M 0.12% 139

Other funds holding XFIV

CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
AI
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
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
AA
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
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

Gradient Investments's XFIV Position: Q2 2026 in Review

Gradient Investments reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 63% in Q2 2026, selling an estimated $46M and leaving 549,620 shares worth $26.8M. The position accounts for 0.37% of the portfolio, ranked #81.

Gradient Investments first reported a position in XFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $73.4M in Q1 2026. 26 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Gradient Investments held 549,620 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $26.8M as of Q2 2026.
  • Gradient Investments sold 943,633 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $46M.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.37% of Gradient Investments's portfolio in Q2 2026, its #81 holding.
  • Gradient Investments first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Gradient Investments's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $73.4M 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 Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.