BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) Institutional Ownership $48.90 -0.08 (-0.15%) As of 12:02 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV)Number ofInstitutional Buyers(last 12 months)20TotalInstitutional Inflows(last 12 months)$53.54MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$38.17M Get XFIV Insider Trade Alerts Want to know when executives and insiders are buying or selling BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data XFIV Institutional Buying and Selling by Quarter BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/22/2025 Belpointe Asset Management LLC6,507$321K0.0%+4.4%0.198% 7/22/2025 Wealthcare Advisory Partners LLC35,256$1.74M0.0%+3.3%1.072% 7/17/2025 Janney Montgomery Scott LLC41,586$2.05M0.0%+2.7%1.276% 7/17/2025 Beacon Capital Management LLC907$45K0.0%+11,237.5%0.028% 7/9/2025 Tounjian Advisory Partners LLC11,040$542K0.1%-3.0%0.339% 7/8/2025 Paladin Wealth LLC37,153$1.83M1.4%+14.2%1.161% 7/8/2025 Gradient Investments LLC1,061,858$52.40M1.0%+5.8%33.183% 5/22/2025Mattson Financial Services LLC113,940$5.59M1.7%+90.9%3.811% 5/19/2025Jane Street Group LLC6,897$339K0.0%-62.7%0.231% 5/14/2025Flow Traders U.S. LLC19,649$964K0.0%+27.4%0.657% Get the Latest News and Ratings for XFIV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for BondBloxx Bloomberg Five Year Target Duration US Treasury ETF and its competitors with MarketBeat's FREE daily newsletter. 5/12/2025WealthPlan Investment Management LLC9,555$469K0.0%N/A0.320% 5/8/2025Endeavor Private Wealth Inc.6,449$317K0.2%+149.6%0.039% 5/7/2025Nemes Rush Group LLC112,021$5.50M0.7%+39.9%0.674% 5/6/2025AE Wealth Management LLC162,539$7.98M0.1%+56.3%0.978% 5/6/2025Blume Capital Management Inc.36,115$1.77M0.4%-2.0%0.217% 5/1/2025CWM LLC8,225$404K0.0%+7.3%0.049% 4/30/2025Pineridge Advisors LLC6,656$327K0.1%-99.1%0.040% 4/17/2025 Janney Montgomery Scott LLC40,503$1.99M0.0%N/A1.506% 4/15/2025 Wealthcare Advisory Partners LLC34,129$1.68M0.0%+22.9%1.269% 4/14/2025 Tounjian Advisory Partners LLC11,376$558K0.1%N/A0.423% 4/14/2025 Lloyd Advisory Services LLC.4,508$221K0.1%N/A0.168% 4/9/2025 Paladin Wealth LLC32,521$1.60M1.4%+25.4%1.209% 4/9/2025 Gradient Investments LLC1,003,802$49.27M1.0%+11.7%37.316% 3/10/2025Mattson Financial Services LLC59,684$2.98M0.9%+15.6%2.606% 2/17/2025Bank of America Corp DE73,751$3.54M0.0%+1.0%4.313% 2/14/2025Jane Street Group LLC18,508$888K0.0%+40.5%1.082% 2/13/2025 Belpointe Asset Management LLC6,265$311K0.0%-38.8%0.366% 2/12/2025Nemes Rush Group LLC80,079$3.84M0.5%N/A4.683% 2/10/2025Blume Capital Management Inc.36,865$1.77M0.4%N/A2.156% 2/4/2025Brown Financial Advisors67,586$3.24M1.3%+61.9%3.952% 1/29/2025 Paladin Wealth LLC25,924$1.24M1.1%+112.5%1.516% 1/29/2025Pineridge Advisors LLC755,565$36.24M13.7%+10.8%44.185% 1/21/2025 Gradient Investments LLC898,410$43.10M0.9%+56.3%52.539% 1/17/2025Endeavor Private Wealth Inc.2,584$124K0.1%N/A0.151% 1/15/2025 Wealthcare Advisory Partners LLC27,772$1.33M0.0%+14.8%1.624% 11/18/2024Brown Financial Advisors41,734$2.09M0.9%-20.3%2.441% 11/15/2024Jane Street Group LLC13,174$659K0.0%+104.6%0.770% 10/30/2024 Legacy CG LLC88,164$4.41M1.4%-1.3%5.156% 10/11/2024 Paladin Wealth LLC12,201$610K0.5%N/A0.714% 10/8/2024CWM LLC5,644$282K0.0%+270.3%0.330% Forget Nvidia, This “Ghost Town” Company Holds the Key to the AI Boom (Ad)Cold War Discovery Could Unlock $100 Trillion in Wealth Jeff recently traveled to an American ghost town to investigate this crazy Cold War story… Because it could hold the key to the entire $100 trillion AI boom. 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Click here to see the details on what could be the biggest tech story of this decade.10/8/2024Mattson Financial Services LLC51,634$2.49M0.9%-0.4%3.020% 9/30/2024Mattson Financial Services LLC51,838$2.50M0.9%N/A3.031% 8/30/2024Brown Financial Advisors52,363$2.53M1.1%N/A3.062% 7/22/2024 Legacy CG LLC89,347$4.31M1.5%N/A5.225% 7/18/2024 Gradient Investments LLC590,817$28.50M0.6%-4.8%34.551% 7/10/2024CWM LLC1,524$74K0.0%N/A0.089% 4/23/2024 Gradient Investments LLC620,335$30.09M0.7%+535.5%38.057% 4/15/2024 Wealthcare Advisory Partners LLC19,379$940K0.0%N/A1.189% 4/15/2024Sunbelt Securities Inc.6,838$332K0.0%N/A0.420% 2/13/2024 Belpointe Asset Management LLC5,638$277K0.0%N/A0.762% 1/25/2024International Assets Investment Management LLC39,294$19.30M0.1%N/A5.310% 1/24/2024International Assets Investment Management LLC39,294$19.30M0.0%N/A5.310% 1/18/2024 Gradient Investments LLC97,621$4.80M0.1%N/A13.192% 5/4/2023Municipal Employees Retirement System of Michigan704,064$35.17M0.5%+74.5%96.447% (Data available from 1/1/2016 forward) XFIV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of XFIV shares? During the previous two years, 23 institutional investors and hedge funds held shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF. The most heavily invested institutionals were Gradient Investments LLC ($52.40M), International Assets Investment Management LLC ($19.30M), AE Wealth Management LLC ($7.98M), Mattson Financial Services LLC ($5.59M), Nemes Rush Group LLC ($5.50M), Legacy CG LLC ($4.41M), and Bank of America Corp DE ($3.54M).Learn more on BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's institutional investors. Which institutional investors have been buying BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's stock? Of the 23 institutional investors that purchased BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.11M), Mattson Financial Services LLC ($114.14K), Nemes Rush Group LLC ($112.02K), Legacy CG LLC ($89.35K), International Assets Investment Management LLC ($78.59K), Brown Financial Advisors ($78.22K), and Pineridge Advisors LLC ($73.44K). How much institutional buying is happening at BondBloxx Bloomberg Five Year Target Duration US Treasury ETF? Institutional investors have bought a total of 1,104,933 shares in the last 24 months. This purchase volume represents approximately $53.54M in transactions. Which of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's major shareholders have been selling company stock? The following institutional investors have sold BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock in the last 24 months: Pineridge Advisors LLC ($748.91K), Jane Street Group LLC ($11.61K), Brown Financial Advisors ($10.63K), Belpointe Asset Management LLC ($3.98K), Legacy CG LLC ($1.18K), Blume Capital Management Inc. ($750.00), and Tounjian Advisory Partners LLC ($336.00). How much institutional selling is happening at BondBloxx Bloomberg Five Year Target Duration US Treasury ETF? Institutional investors have sold a total of 777,597 shares in the last 24 months. This volume of shares sold represents approximately $38.17M in transactions. 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