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Lloyd Advisory Services’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Lloyd Advisory Services’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
Q2 		– Sell
-4,508
Closed -$221K – 121
2025
Q1 		$221K Buy
+4,508
New +$218K 0.11% 90

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MFS
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RHP
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BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
ACA
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FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

Lloyd Advisory Services's XFIV Position: Q2 2025 in Review

Lloyd Advisory Services sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q2 2025, closing a stake of 4,508 shares — an estimated $221K sold.

Lloyd Advisory Services first reported a position in XFIV in Q1 2025 and held it in 1 quarter. The position peaked at $221K in Q1 2025. 33 funds tracked by Wall St. Rank hold XFIV as of Q2 2025.

  • Lloyd Advisory Services reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Lloyd Advisory Services sold 4,508 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $221K.
  • Lloyd Advisory Services first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $221K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2025.

Based on Lloyd Advisory Services's 13F filing for Q2 2025, filed 16 Jul 2025.