WESPAC Advisors SoCal’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

WESPAC Advisors SoCal’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	$6.39M	Buy	136,862 +61,228	+81%	+$2.93M	1.15%	30
2026 Q2	$3.68M	Buy	75,634 +6,234	+9%	+$304K	0.66%	43
2026 Q1	$3.41M	Buy	+69,400	New	+$3.43M	0.73%	43

Other funds holding XFIV

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

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WESPAC Advisors SoCal's XFIV Position: Q3 2026 in Review

WESPAC Advisors SoCal increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 81% in Q3 2026, buying an estimated $2.93M and bringing the position to 136,862 shares worth $6.39M. The position accounts for 1.15% of the portfolio, ranked #30.

WESPAC Advisors SoCal first reported a position in XFIV in Q1 2026 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold XFIV as of Q3 2026.

WESPAC Advisors SoCal held 136,862 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $6.39M as of Q3 2026.
WESPAC Advisors SoCal bought 61,228 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $2.93M.
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 1.15% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #30 holding.
WESPAC Advisors SoCal first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.