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BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) Institutional Ownership

$48.50 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$216.87M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.82M
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XFIV Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/12/2026S&A Financial Services Inc.39,139$1.92M1.3%N/A0.438%
5/19/2026Bank of America Corp DE421,177$20.71M0.0%+26.3%4.716%
5/19/2026Strait & Sound Wealth Management LLC5,076$250K0.1%N/A0.057%
5/19/2026Centaurus Financial Inc.2,099$103K0.0%N/A0.024%
5/5/2026Sigma Planning Corp7,638$375K0.0%N/A0.086%
5/2/2026Global Assets Advisory LLC12,088$594K0.1%+2.6%0.135%
5/1/2026Fifth Third Bancorp1,208$59K0.0%N/A0.014%
4/30/2026Elevated Capital Advisors LLC1,114$55K0.0%N/A0.013%
4/25/2026Able Wealth Management LLC10,695$526K0.1%-54.7%0.121%
4/23/2026Capital Investment Counsel LLC403,041$19.81M2.7%+35.4%4.544%
4/23/2026Financial Guidance Group Inc.76,491$3.76M1.5%+2.1%0.862%
4/22/2026Janney Montgomery Scott LLC49,116$2.42M0.0%-2.7%0.554%
4/16/2026Paladin Wealth LLC52,920$2.60M1.8%+12.6%0.595%
4/15/2026WESPAC Advisors SoCal LLC69,400$3.41M0.7%N/A0.781%
3/20/2026Purpose Unlimited Inc.53,642$2.65M0.1%N/A0.638%
2/19/2026Royal Harbor Partners LLC91,047$4.51M1.5%+2.3%1.083%
2/17/2026Kovack Advisors Inc.4,900$242K0.0%N/A0.058%
2/16/2026Aptus Capital Advisors LLC74,892$3.71M0.0%+42.0%0.891%
2/13/2026Safe Harbor Wealth Advisors LLC22,719$1.13M1.1%N/A0.270%
2/13/2026Wells Fargo & Company MN989,678$48.97M0.0%+19,793,460.0%11.768%
2/12/2026Jane Street Group LLC34,581$1.71M0.0%+199.3%0.411%
2/12/2026Commonwealth Equity Services LLC7,926$392K0.0%+15.5%0.094%
2/12/2026Mattson Financial Services LLC143,475$7.10M1.7%+14.6%1.706%
2/11/2026Janney Montgomery Scott LLC50,501$2.50M0.0%+13.3%0.600%
2/11/2026Nemes Rush Group LLC282,328$13.97M1.3%+30.4%3.357%
2/9/2026Global Assets Advisory LLC11,787$583K0.2%N/A0.140%
2/6/2026Mach 1 Financial Group LLC39,350$1.95M0.4%N/A0.468%
2/5/2026Blume Capital Management Inc.36,790$1.82M0.3%-1.3%0.437%
2/5/2026Donoghue Forlines LLC663,905$32.85M10.2%N/A7.894%
2/4/2026Meridian Wealth Management LLC186,893$9.25M0.3%N/A2.209%
2/2/2026Capital Investment Counsel LLC297,741$14.73M2.0%+111.1%3.519%
1/30/2026Spectrum Financial Alliance Ltd LLC7,731$383K0.1%N/A0.091%
1/29/2026Comerica Bank1,223$61K0.0%N/A0.014%
1/27/2026Able Wealth Management LLC23,592$1.17M0.4%+2.3%0.279%
1/26/2026AE Wealth Management LLC340,685$16.86M0.1%+9.5%3.999%
1/26/2026Financial Guidance Group Inc.74,892$3.71M1.5%+42.0%0.879%
1/15/2026Paladin Wealth LLC46,990$2.33M1.6%+11.5%0.556%
1/14/2026Wealthcare Advisory Partners LLC24,556$1.22M0.0%-31.2%0.287%
1/8/2026Gradient Investments LLC1,262,202$62.45M1.0%+11.0%14.745%
11/17/2025Susquehanna International Group LLP4,610$228K0.0%-40.2%0.075%
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11/17/2025Citadel Advisors LLC15,825$784K0.0%+220.3%0.257%
11/17/2025Bank of America Corp DE141,175$6.99M0.0%+48.9%2.296%
11/14/2025Tower Research Capital LLC TRC 25,877$1.28M0.0%N/A0.421%
11/13/2025Nemes Rush Group LLC216,579$10.73M1.1%+36.4%3.522%
11/12/2025Aptus Capital Advisors LLC52,731$2.61M0.0%+16.4%0.857%
11/7/2025Wealthcare Advisory Partners LLC35,692$1.77M0.0%+1.2%0.580%
11/6/2025Capital Investment Counsel LLC141,017$6.99M1.0%N/A2.293%
11/5/2025Financial Guidance Group Inc.52,731$2.61M1.2%+16.4%0.867%
11/4/2025Pineridge Advisors LLC730,103$36.16M10.3%+56,761.6%12.008%
11/3/2025AE Wealth Management LLC311,041$15.41M0.1%+49.9%5.116%
10/30/2025Kingdom Financial Group LLC.11,829$586K0.4%N/A0.197%
10/22/2025Geneos Wealth Management Inc.2,904$144K0.0%N/A0.049%
10/22/2025Royal Harbor Partners LLC88,976$4.41M1.5%-0.7%1.493%
10/21/2025Silver Oak Securities Incorporated4,673$231K0.0%N/A0.079%
10/17/2025Mattson Financial Services LLC125,198$6.20M1.5%+4.5%2.140%
10/15/2025CWM LLC11,517$570K0.0%+14.2%0.197%
10/14/2025Able Wealth Management LLC23,053$1.14M0.4%+20.1%0.395%
10/14/2025Paladin Wealth LLC42,151$2.09M1.5%+13.5%0.723%
10/6/2025Gradient Investments LLC1,137,389$56.34M0.9%+7.1%25.332%
8/15/2025Brown Financial Advisors72,359$3.57M1.4%-2.1%2.050%
8/15/2025IHT Wealth Management LLC6,525$322K0.0%N/A0.185%
8/15/2025Bank of America Corp DE94,827$4.68M0.0%+18.6%2.686%
8/14/2025Jane Street Group LLC19,669$971K0.0%+185.2%0.557%
8/14/2025NewEdge Advisors LLC4,198$207K0.0%N/A0.119%
8/12/2025Nemes Rush Group LLC158,726$7.83M0.9%+41.7%4.496%
8/11/2025Pineridge Advisors LLC1,284$63K0.0%-80.7%0.039%
8/8/2025Royal Harbor Partners LLC89,577$4.42M1.6%N/A2.723%
8/6/2025AE Wealth Management LLC207,435$10.24M0.1%+27.6%6.305%
8/6/2025Able Wealth Management LLC19,191$947K0.5%N/A0.583%
7/30/2025Blume Capital Management Inc.37,290$1.84M0.4%+3.3%1.133%
7/29/2025Financial Guidance Group Inc.45,294$2.24M1.1%N/A1.377%
7/29/2025Mattson Financial Services LLC119,781$5.91M1.6%+5.1%3.641%
7/25/2025CWM LLC10,083$498K0.0%+22.6%0.306%
7/22/2025Belpointe Asset Management LLC6,507$321K0.0%+4.4%0.198%
7/22/2025Wealthcare Advisory Partners LLC35,256$1.74M0.0%+3.3%1.072%
7/17/2025Janney Montgomery Scott LLC41,586$2.05M0.0%+2.7%1.276%
7/17/2025Beacon Capital Management LLC907$45K0.0%+11,237.5%0.028%
7/9/2025Tounjian Advisory Partners LLC11,040$542K0.1%-3.0%0.339%
7/8/2025Paladin Wealth LLC37,153$1.83M1.4%+14.2%1.161%
7/8/2025Gradient 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%
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%
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4/17/2025Janney Montgomery Scott LLC40,503$1.99M0.0%N/A1.506%
4/15/2025Wealthcare Advisory Partners LLC34,129$1.68M0.0%+22.9%1.269%
4/14/2025Tounjian Advisory Partners LLC11,376$558K0.1%N/A0.423%
4/14/2025Lloyd Advisory Services LLC.4,508$221K0.1%N/A0.168%
4/9/2025Paladin Wealth LLC32,521$1.60M1.4%+25.4%1.209%
4/9/2025Gradient 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%
2/13/2025Belpointe Asset Management LLC6,265$311K0.0%-38.8%0.366%


XFIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 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 ($62.45M), Wells Fargo & Company MN ($48.97M), Pineridge Advisors LLC ($36.16M), Donoghue Forlines LLC ($32.85M), Bank of America Corp DE ($20.71M), Capital Investment Counsel LLC ($19.81M), and AE Wealth Management LLC ($16.86M).Learn more on BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's institutional investors.

Of the 51 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: Wells Fargo & Company MN ($989.67K), Pineridge Advisors LLC ($802.26K), Gradient Investments LLC ($687.48K), Donoghue Forlines LLC ($663.91K), Capital Investment Counsel LLC ($403.04K), Nemes Rush Group LLC ($282.33K), and AE Wealth Management LLC ($236.71K).

Institutional investors have bought a total of 4,384,761 shares in the last 24 months. This purchase volume represents approximately $216.87M in transactions.

Of the 9 institutional investors that sold BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Able Wealth Management LLC ($12.90K), Wealthcare Advisory Partners LLC ($11.14K), Pineridge Advisors LLC ($5.37K), Susquehanna International Group LLP ($3.11K), Brown Financial Advisors ($1.53K), Janney Montgomery Scott LLC ($1.39K), and Royal Harbor Partners LLC ($601.00).

Institutional investors have sold a total of 36,866 shares in the last 24 months. This volume of shares sold represents approximately $1.82M in transactions.


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This page (NYSEARCA:XFIV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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