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Disclosery

XFIV BONDBLOXX ETF TRUST

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BLOOMBERG FVE YR (fund)

38 managers (38 13F filers) reported a position in XFIV shares at 2025-09-30, 4,138,479 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
38
13F filers
38
New
9
Added
20
Reduced
4
Sold out
4
Shares held by filers
4,138,479

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Gradient Investments LLCin group Gradient Investments LLC1,137,389$56.3M0.94%+75,53113F-HRTimelineGroup
Pineridge Advisors LLC730,103$36.2M10.34%+728,81913F-HRTimeline
Municipal Employees' Retirement System …704,064$34.9M0.4%013F-HRTimeline
AE Wealth Management LLC311,041$15.4M0.1%+103,60613F-HRTimeline
Nemes Rush Group LLC216,579$10.7M1.06%+57,85313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/141,175$6.99M<0.01%+46,34813F-HR/ATimelineGroup
Capital Investment Counsel, LLC141,017$6.98M1.03%new13F-HRTimeline
Mattson Financial Services, LLC125,198$6.2M1.48%+5,41713F-HRTimeline
Royal Harbor Partners, LLC88,976$4.41M1.49%-60113F-HRTimeline
Brown Financial Advisors76,082$3.77M1.39%+3,72313F-HRTimeline
Financial Guidance Group, Inc.52,731$2.61M1.17%+7,43713F-HRTimeline
Aptus Capital Advisors, LLC52,731$2.61M0.02%+7,43713F-HRTimeline
Janney Montgomery Scott LLC44,555$2.21M0.01%+2,96913F-HRTimeline
Paladin Wealth, LLC42,151$2.09M1.51%+4,99813F-HRTimeline
Blume Capital Management, Inc.37,290$1.85M0.36%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …35,692$1.77M0.04%+43613F-HRTimelineGroup
GTS SECURITIES LLC28,730$1.42M0.05%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25,877$1.28M0.04%new13F-HRTimelineGroup
Endurance Services Ltd24,400$1.21M0.2%013F-HRTimeline
Able Wealth Management LLC23,053$1.14M0.43%+3,86213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,825$784K<0.01%+10,88413F-HRTimelineGroup
Kingdom Financial Group LLC.11,829$586K0.36%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,555$572K<0.01%-8,11413F-HRTimelineGroup
CWM, LLCin group CWM, LLC11,517$570K<0.01%+1,43413F-HRTimelineGroup
WealthPlan Investment Management, LLC9,642$478K0.03%+7813F-HRTimeline
IHT Wealth Management, LLC7,175$355K0.01%+65013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,864$340K<0.01%new13F-HRTimeline
Belpointe Asset Management LLC6,705$332K0.01%+19813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,673$231K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,610$228K<0.01%-3,10513F-HRTimelineGroup
NewEdge Advisors, LLC4,198$208K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,904$144K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,439$71.3K<0.01%+1,41713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP375$18.6K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.218$10.8K<0.01%+213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY66$3.27K<0.01%-113F-HR/ATimelineGroup
Global Retirement Partners, LLC45$2.23K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5$248<0.01%new13F-HRTimelineGroup