Nova R Wealth
XFIV icon

Nova R Wealth’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Nova R Wealth’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 		$468K Buy
+10,026
New +$480K 0.14% 60

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TIM
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Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
WESPAC Advisors SoCal
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Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Nova R Wealth's XFIV Position: Q3 2026 in Review

Nova R Wealth opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2026: 10,026 shares worth $468K. The stake represents 0.14% of the portfolio and ranks #60 among its holdings.

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

  • Nova R Wealth held 10,026 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $468K as of Q3 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Nova R Wealth position in Q3 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.14% of Nova R Wealth's portfolio in Q3 2026, its #60 holding.
  • 17 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

Based on Nova R Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.