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

Paladin 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 Q2	$1.07M	Sell	22,055 -30,865	-58%	-$1.51M	0.62%	47
2026 Q1	$2.6M	Buy	52,920 +5,930	+13%	+$293K	1.79%	12
2025 Q4	$2.33M	Buy	46,990 +4,839	+11%	+$240K	1.59%	15
2025 Q3	$2.09M	Buy	42,151 +4,998	+13%	+$246K	1.51%	15
2025 Q2	$1.83M	Buy	37,153 +4,632	+14%	+$226K	1.43%	16
2025 Q1	$1.6M	Buy	32,521 +6,597	+25%	+$319K	1.43%	17
2024 Q4	$1.24M	Buy	25,924 +13,723	+112%	+$667K	1.07%	23
2024 Q3	$610K	Buy	+12,201	New	+$603K	0.53%	68

Other funds holding XFIV

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Paladin Wealth's XFIV Position: Q2 2026 in Review

Paladin Wealth reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 58% in Q2 2026, selling an estimated $1.51M and leaving 22,055 shares worth $1.07M. The position accounts for 0.62% of the portfolio, ranked #47.

Paladin Wealth first reported a position in XFIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.6M in Q1 2026. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

Paladin Wealth held 22,055 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $1.07M as of Q2 2026.
Paladin Wealth sold 30,865 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.51M.
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.62% of Paladin Wealth's portfolio in Q2 2026, its #47 holding.
Paladin Wealth first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Paladin Wealth's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $2.6M in Q1 2026.
60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.