SPC
XFIV icon

Sigma Planning Corp’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Sigma Planning Corp’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 		$376K Buy
7,732
+94
+1% +$4.58K 0.01% 1041
2026
Q1 		$375K Buy
+7,638
New +$378K 0.01% 961

Other funds holding XFIV

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NRG
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sigma Planning Corp's XFIV Position: Q2 2026 in Review

Sigma Planning Corp increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 1.2% in Q2 2026, buying an estimated $4.58K and bringing the position to 7,732 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #1041.

Sigma Planning Corp first reported a position in XFIV in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Sigma Planning Corp held 7,732 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $376K as of Q2 2026.
  • Sigma Planning Corp bought 94 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $4.58K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1041 holding.
  • Sigma Planning Corp first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.