Partners Wealth Management
XFIV icon

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

Partners Wealth Management’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 		$624K Buy
+13,383
New +$641K 0.07% 238

Other funds holding XFIV

Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
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
CWM
Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 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

Partners Wealth Management's XFIV Position: Q3 2026 in Review

Partners Wealth Management opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2026: 13,383 shares worth $624K. The stake represents 0.07% of the portfolio and ranks #238 among its holdings.

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

  • Partners Wealth Management held 13,383 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $624K as of Q3 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Partners Wealth Management position in Q3 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.07% of Partners Wealth Management's portfolio in Q3 2026, its #238 holding.
  • 22 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.