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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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealthcare Advisory Partners's XFIV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 3.4% in Q2 2026, selling an estimated $40K and leaving 23,026 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #489.

Wealthcare Advisory Partners first reported a position in XFIV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.77M in Q3 2025. 26 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Wealthcare Advisory Partners held 23,026 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $1.12M as of Q2 2026.
  • Wealthcare Advisory Partners sold 820 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $40K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #489 holding.
  • Wealthcare Advisory Partners first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Wealthcare Advisory Partners's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $1.77M in Q3 2025.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.