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 Q3	$22.5M	Sell	483,152 -66,468	-12%	-$3.18M	0.32%	86
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

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Gradient Investments's XFIV Position: Q3 2026 in Review

Gradient Investments reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 12% in Q3 2026, selling an estimated $3.18M and leaving 483,152 shares worth $22.5M. The position accounts for 0.32% of the portfolio, ranked #86.

Gradient Investments first reported a position in XFIV in Q4 2023 and has held it in 12 quarters since. The position peaked at $73.4M in Q1 2026. 22 funds tracked by Wall St. Rank hold XFIV as of Q3 2026.

Gradient Investments held 483,152 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $22.5M as of Q3 2026.
Gradient Investments sold 66,468 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $3.18M.
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.32% of Gradient Investments's portfolio in Q3 2026, its #86 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 12 quarters since.
Gradient Investments's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $73.4M in Q1 2026.
22 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.