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

Safe Harbor Wealth 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
Q4 		$1.13M Buy
+22,719
New +$1.13M 1.09% 18

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Safe Harbor Wealth Advisors's XFIV Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q4 2025: 22,719 shares worth $1.13M. The stake represents 1.09% of the portfolio and ranks #18 among its holdings.

40 funds tracked by Wall St. Rank hold XFIV as of Q4 2025.

  • Safe Harbor Wealth Advisors held 22,719 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $1.13M as of Q4 2025.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 1.09% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #18 holding.
  • 40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.