WIM
XFIV icon

WealthPlan Investment Management’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

WealthPlan Investment Management’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
Q1 		$448K Sell
9,123
-349
-4% -$17.3K 0.03% 324
2025
Q4 		$469K Sell
9,472
-170
-2% -$8.44K 0.03% 266
2025
Q3 		$478K Buy
9,642
+78
+0.8% +$3.85K 0.03% 231
2025
Q2 		$472K Buy
9,564
+9
+0.1% +$440 0.03% 242
2025
Q1 		$469K Buy
+9,555
New +$462K 0.05% 179

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthPlan Investment Management's XFIV Position: Q1 2026 in Review

WealthPlan Investment Management reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 3.7% in Q1 2026, selling an estimated $17.3K and leaving 9,123 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #324.

WealthPlan Investment Management first reported a position in XFIV in Q1 2025 and has held it in 5 quarters since. The position peaked at $478K in Q3 2025. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • WealthPlan Investment Management held 9,123 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $448K as of Q1 2026.
  • WealthPlan Investment Management sold 349 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $17.3K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2026, its #324 holding.
  • WealthPlan Investment Management first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $478K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.