Gradient Investments’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $52.4M | Buy |
1,061,858
+58,056
| +6% | +$2.87M | 0.96% | 26 |
|
2025
Q1 | $49.3M | Buy |
1,003,802
+105,392
| +12% | +$5.17M | 0.99% | 28 |
|
2024
Q4 | $43.1M | Buy |
898,410
+323,684
| +56% | +$15.5M | 0.87% | 29 |
|
2024
Q3 | $28.7M | Sell |
574,726
-16,091
| -3% | -$804K | 0.6% | 56 |
|
2024
Q2 | $28.5M | Sell |
590,817
-29,518
| -5% | -$1.42M | 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 | +$4.79M | 0.12% | 139 |
|