Wealth Enhancement Advisory Services
XFIV icon

Wealth Enhancement Advisory Services’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-38,048
Closed -$1.84M – 4462
2026
Q2 		$1.84M Buy
+38,048
New +$1.86M ﹤0.01% 1629

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AP
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FFA
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Wealth Enhancement Advisory Services's XFIV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2026, closing a stake of 38,048 shares — an estimated $1.84M sold.

Wealth Enhancement Advisory Services first reported a position in XFIV in Q2 2026 and held it in 1 quarter. The position peaked at $1.84M in Q2 2026. 5 funds tracked by Wall St. Rank hold XFIV as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 38,048 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $1.84M.
  • Wealth Enhancement Advisory Services first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $1.84M in Q2 2026.
  • 5 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.