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

Wealthcare 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
2026 Q3	–	Sell	-23,026	Closed	-$1.12M	–	1175
2026 Q2	$1.12M	Sell	23,026 -820	-3%	-$40K	0.02%	489
2026 Q1	$1.17M	Sell	23,846 -710	-3%	-$35.1K	0.02%	477
2025 Q4	$1.22M	Sell	24,556 -11,136	-31%	-$553K	0.02%	462
2025 Q3	$1.77M	Buy	35,692 +436	+1%	+$21.5K	0.04%	373
2025 Q2	$1.74M	Buy	35,256 +1,127	+3%	+$55.1K	0.04%	357
2025 Q1	$1.68M	Buy	34,129 +6,357	+23%	+$307K	0.04%	326
2024 Q4	$1.33M	Buy	27,772 +3,581	+15%	+$174K	0.04%	362
2024 Q3	$1.21M	Buy	24,191 +1,611	+7%	+$79.6K	0.03%	374
2024 Q2	$1.09M	Buy	22,580 +3,201	+17%	+$153K	0.03%	359
2024 Q1	$940K	Buy	+19,379	New	+$942K	0.03%	383

Other funds holding XFIV

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 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

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

BOAA

Bank of Ann Arbor Ann Arbor, Michigan $705M AUM

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

Wealthcare Advisory Partners's XFIV Position: Q3 2026 in Review

Wealthcare Advisory Partners sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2026, closing a stake of 23,026 shares — an estimated $1.12M sold.

Wealthcare Advisory Partners first reported a position in XFIV in Q1 2024 and held it in 10 quarters. The position peaked at $1.77M in Q3 2025. 48 funds tracked by Wall St. Rank hold XFIV as of Q3 2026.

Wealthcare Advisory Partners reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 23,026 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $1.12M.
Wealthcare Advisory Partners first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2024 and held it in 10 quarters.
Wealthcare Advisory Partners's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $1.77M in Q3 2025.
48 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.