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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 11 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.
11 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.