Jones Financial Companies
XFIV icon

Jones Financial Companies’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Jones Financial Companies’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
-375
Closed -$18.6K – 4613
2025
Q3 		$18.6K Buy
+375
New +$18.5K ﹤0.01% 2837

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MERSOM
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DF
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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
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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

Jones Financial Companies's XFIV Position: Q4 2025 in Review

Jones Financial Companies sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q4 2025, closing a stake of 375 shares — an estimated $18.6K sold.

Jones Financial Companies first reported a position in XFIV in Q3 2025 and held it in 1 quarter. The position peaked at $18.6K in Q3 2025. 40 funds tracked by Wall St. Rank hold XFIV as of Q4 2025.

  • Jones Financial Companies reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 375 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $18.6K.
  • Jones Financial Companies first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $18.6K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.