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Sunbelt Securities’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Sunbelt Securities’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 		– Sell
-6,838
Closed -$328K – 2871
2025
Q2 		$328K Hold
6,838
– – 0.03% 460
2025
Q1 		$336K Hold
6,838
– – 0.03% 425
2024
Q4 		$328K Hold
6,838
– – 0.03% 460
2024
Q3 		$342K Hold
6,838
– – 0.03% 445
2024
Q2 		$330K Hold
6,838
– – 0.03% 428
2024
Q1 		$332K Buy
+6,838
New +$332K 0.04% 410

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 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
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Sunbelt Securities's XFIV Position: Q3 2025 in Review

Sunbelt Securities sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2025, closing a stake of 6,838 shares — an estimated $328K sold.

Sunbelt Securities first reported a position in XFIV in Q1 2024 and held it in 6 quarters. The position peaked at $342K in Q3 2024. 38 funds tracked by Wall St. Rank hold XFIV as of Q3 2025.

  • Sunbelt Securities reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 6,838 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $328K.
  • Sunbelt Securities first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2024 and held it in 6 quarters.
  • Sunbelt Securities's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $342K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.