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Disclosery

XFIV BONDBLOXX ETF TRUST

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BLOOMBERG FVE YR (fund)

60 managers (61 13F filers) reported a position in XFIV shares at 2026-06-30, 7,188,946 shares in all. 17 filers opened a position and 3 filers sold out during the quarter.

Managers
60
13F filers
61
New
17
Added
20
Reduced
19
Sold out
3
Shares held by filers
7,188,946

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Municipal Employees' Retirement System …1,332,525$64.9M0.72%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN929,872$45.3M0.01%-41,95313F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC549,620$26.8M0.37%-943,63313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding549,279$26.7M-90,663Timeline
Donoghue Forlines LLC484,673$23.6M6.1%-57,90013F-HRTimeline
Capital Investment Counsel, LLC456,134$22.2M2.75%+53,09313F-HRTimeline
AE Wealth Management LLC416,674$20.3M0.09%+28113F-HRTimeline
Nemes Rush Group LLC413,143$20.1M1.66%+61,07513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/344,357$16.8M<0.01%-76,82013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC302,719$14.7M<0.01%+71,02713F-HRTimelineGroup
ARVEST INVESTMENTS, INC.242,898$11.8M1.43%new13F-HRTimeline
Meridian Wealth Management, LLC199,084$9.69M0.3%+3,21513F-HRTimeline
Viaable, LLC120,329$5.85M4.85%13F-HRTimeline
WESPAC Advisors SoCal, LLC75,634$3.68M0.66%+6,23413F-HRTimeline
Financial Guidance Group, Inc.66,879$3.26M1.22%-9,61213F-HRTimeline
Aptus Capital Advisors, LLC66,879$3.26M0.02%-9,61213F-HRTimeline
Mattson Financial Services, LLC64,201$3.11M0.65%-95,28413F-HRTimeline
ALPS ADVISORS INC57,650$2.81M0.01%+31013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC53,212$2.59M0.18%-2,59113F-HRTimelineGroup
Janney Montgomery Scott LLC50,604$2.46M<0.01%+1,48813F-HRTimeline
S&A Financial Services, Inc.46,165$2.25M1.37%+7,02613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,048$1.84M<0.01%new13F-HRTimeline
Brown Financial Advisors37,670$1.83M0.64%-61,89613F-HRTimeline
Blume Capital Management, Inc.34,890$1.7M0.25%-62513F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.28,243$1.37M0.05%+20,06513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,608$1.2M<0.01%+46713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC24,218$1.18M0.01%+4,96813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,026$1.12M0.02%-82013F-HRTimelineGroup
Paladin Wealth, LLC22,055$1.07M0.62%-30,86513F-HRTimeline
Strait & Sound Wealth Management LLC16,159$787K0.28%+11,08313F-HRTimeline
Global Assets Advisory, LLC12,136$588K0.13%+4813F-HRTimeline
Atria Investments, Inc11,953$582K0.01%new13F-HRTimeline
Belpointe Asset Management LLC11,707$570K0.02%+49313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,810$478K<0.01%new13F-HRTimelineGroup
WealthPlan Investment Management, LLC9,171$446K0.02%+4813F-HRTimeline
Kovack Advisors, Inc.8,950$436K0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,573$417K<0.01%+57913F-HRTimeline
Sigma Planning Corp7,732$376K0.01%+9413F-HRTimeline
Spectrum Financial Alliance Ltd LLC7,731$376K0.06%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,862$237K<0.01%new13F-HRTimelineGroup
Able Wealth Management LLC4,625$225K0.05%-6,07013F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC4,565$222K0.05%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,224$206K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,120$103K<0.01%+2113F-HRTimeline
Global Retirement Partners, LLC1,675$81.5K<0.01%13F-HRTimeline
Arax Advisory Partners1,596$77.7K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,260$61.3K<0.01%-27313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,178$57.3K<0.01%-3013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY679$33.1K<0.01%+56313F-HRTimelineGroup
Elevated Capital Advisors, LLC579$28.2K0.01%-53513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS469$22.8K<0.01%new13F-HRTimeline
ROGCO, LP444$21.6K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.387$18.8K0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC308$14.9K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC259$12.6K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.192$9.35K<0.01%-3013F-HRTimeline
CoreCap Advisors, LLC180$8.76K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC71$3.46K<0.01%-1,12013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62$3K<0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.0$24<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.