Pineridge Advisors
XFIV icon

Pineridge Advisors’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Pineridge Advisors’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
2025
Q3 		$36.2M Buy
730,103
+728,819
+56,762% +$35.9M 10.34% 3
2025
Q2 		$63.4K Sell
1,284
-5,372
-81% -$263K 0.02% 97
2025
Q1 		$327K Sell
6,656
-748,909
-99% -$36.2M 0.13% 32
2024
Q4 		$36.2M Buy
755,565
+73,436
+11% +$3.57M 13.69% 3
2024
Q3 		$34.1M Buy
+682,129
New +$33.7M 12.9% 3

Other funds holding XFIV

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Nemes Rush Group
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Mattson Financial Services
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Royal Harbor Partners
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
Brown Financial Advisors
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Pineridge Advisors's XFIV Position: Q3 2025 in Review

Pineridge Advisors increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 56,762% in Q3 2025, buying an estimated $35.9M and bringing the position to 730,103 shares worth $36.2M. The position accounts for 10.34% of the portfolio, ranked #3.

Pineridge Advisors first reported a position in XFIV in Q3 2024 and has held it in 5 quarters since. The position peaked at $36.2M in Q4 2024. 38 funds tracked by Wall St. Rank hold XFIV as of Q3 2025.

  • Pineridge Advisors held 730,103 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $36.2M as of Q3 2025.
  • Pineridge Advisors bought 728,819 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $35.9M.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 10.34% of Pineridge Advisors's portfolio in Q3 2025, its #3 holding.
  • Pineridge Advisors first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q3 2024 and has held it in 5 quarters since.
  • Pineridge Advisors's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $36.2M in Q4 2024.
  • 38 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.