PUI
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Purpose Unlimited Inc’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Purpose Unlimited Inc’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
Q1 		$402K Sell
8,178
-45,464
-85% -$2.25M 0.02% 180
2025
Q4 		$2.65M Buy
+53,642
New +$2.66M 0.12% 83

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Purpose Unlimited Inc's XFIV Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 85% in Q1 2026, selling an estimated $2.25M and leaving 8,178 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #180.

Purpose Unlimited Inc first reported a position in XFIV in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.65M in Q4 2025. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • Purpose Unlimited Inc held 8,178 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $402K as of Q1 2026.
  • Purpose Unlimited Inc sold 45,464 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $2.25M.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.02% of Purpose Unlimited Inc's portfolio in Q1 2026, its #180 holding.
  • Purpose Unlimited Inc first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $2.65M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.