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Tounjian Advisory Partners’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Tounjian Advisory Partners’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
-11,040
Closed -$542K – 242
2025
Q2 		$542K Sell
11,040
-336
-3% -$16.4K 0.11% 187
2025
Q1 		$558K Buy
+11,376
New +$550K 0.1% 186

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

Tounjian Advisory Partners's XFIV Position: Q3 2025 in Review

Tounjian Advisory Partners sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2025, closing a stake of 11,040 shares — an estimated $542K sold.

Tounjian Advisory Partners first reported a position in XFIV in Q1 2025 and held it in 2 quarters. The position peaked at $558K in Q1 2025. 38 funds tracked by Wall St. Rank hold XFIV as of Q3 2025.

  • Tounjian Advisory Partners reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Tounjian Advisory Partners sold 11,040 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $542K.
  • Tounjian Advisory Partners first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2025 and held it in 2 quarters.
  • Tounjian Advisory Partners's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $558K in Q1 2025.
  • 38 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2025.

Based on Tounjian Advisory Partners's 13F filing for Q3 2025, filed 12 Nov 2025.