JY
XFIV icon

Jeff Yass’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Jeff Yass’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 		– Sell
-4,610
Closed -$228K – 13790
2025
Q3 		$228K Sell
4,610
-3,105
-40% -$153K ﹤0.01% 10702
2025
Q2 		$381K Buy
7,715
+3,376
+78% +$165K ﹤0.01% 9810
2025
Q1 		$213K Sell
4,339
-3,213
-43% -$155K ﹤0.01% 10806
2024
Q4 		$362K Buy
+7,552
New +$367K ﹤0.01% 9404

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Jeff Yass's XFIV Position: Q4 2025 in Review

Jeff Yass sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q4 2025, closing a stake of 4,610 shares — an estimated $228K sold.

Jeff Yass first reported a position in XFIV in Q4 2024 and held it in 4 quarters. The position peaked at $381K in Q2 2025. 40 funds tracked by Wall St. Rank hold XFIV as of Q4 2025.

  • Jeff Yass reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Jeff Yass sold 4,610 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $228K.
  • Jeff Yass first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Jeff Yass's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $381K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.