Merit Financial Group
XFIV icon

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

Merit Financial Group’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 		$3.75M Buy
+80,459
New +$3.85M 0.02% 543

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Gradient Investments
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TIM
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Arvest Investments
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Meridian Wealth Management
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WESPAC Advisors SoCal
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Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Merit Financial Group's XFIV Position: Q3 2026 in Review

Merit Financial Group opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2026: 80,459 shares worth $3.75M. The stake represents 0.02% of the portfolio and ranks #543 among its holdings.

37 funds tracked by Wall St. Rank hold XFIV as of Q3 2026.

  • Merit Financial Group held 80,459 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $3.75M as of Q3 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Merit Financial Group position in Q3 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.02% of Merit Financial Group's portfolio in Q3 2026, its #543 holding.
  • 37 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.