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 Q3	$280K	Sell	5,998 -1,734	-22%	-$83K	0.01%	1091
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

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

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 Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

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 Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sigma Planning Corp's XFIV Position: Q3 2026 in Review

Sigma Planning Corp reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 22% in Q3 2026, selling an estimated $83K and leaving 5,998 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1091.

Sigma Planning Corp first reported a position in XFIV in Q1 2026 and has held it in 3 quarters since. The position peaked at $376K in Q2 2026. 20 funds tracked by Wall St. Rank hold XFIV as of Q3 2026.

Sigma Planning Corp held 5,998 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $280K as of Q3 2026.
Sigma Planning Corp sold 1,734 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $83K.
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1091 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 3 quarters since.
Sigma Planning Corp's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $376K in Q2 2026.
20 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.