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Disclosery

XFIV BONDBLOXX ETF TRUST

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BLOOMBERG FVE YR (fund)

40 managers (40 13F filers) reported a position in XFIV shares at 2025-12-31, 5,958,389 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
40
13F filers
40
New
9
Added
23
Reduced
3
Sold out
8
Shares held by filers
5,958,389

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,262,202$62.5M0.99%+124,81313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN989,678$49M0.01%+989,67313F-HRTimelineGroup
Municipal Employees' Retirement System …704,064$34.8M0.39%013F-HRTimeline
Donoghue Forlines LLC663,905$32.8M10.16%new13F-HRTimeline
AE Wealth Management LLC340,685$16.9M0.1%+29,64413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/333,381$16.5M<0.01%+192,20613F-HRTimelineGroup
Capital Investment Counsel, LLC297,741$14.7M2.05%+156,72413F-HRTimeline
Nemes Rush Group LLC282,328$14M1.32%+65,74913F-HRTimeline
Meridian Wealth Management, LLC186,893$9.25M0.33%new13F-HRTimeline
Mattson Financial Services, LLC143,475$7.1M1.66%+18,27713F-HRTimeline
Royal Harbor Partners, LLC91,047$4.5M1.49%+2,07113F-HRTimeline
Brown Financial Advisors76,432$3.78M1.38%+35013F-HRTimeline
Financial Guidance Group, Inc.74,892$3.71M1.52%+22,16113F-HRTimeline
Aptus Capital Advisors, LLC74,892$3.71M0.03%+22,16113F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.53,642$2.65M0.12%13F-HRTimelineGroup
Janney Montgomery Scott LLC50,501$2.5M0.01%+5,94613F-HRTimeline
Paladin Wealth, LLC46,990$2.33M1.59%+4,83913F-HRTimeline
Mach-1 Financial Group, LLC39,350$1.95M0.4%new13F-HRTimeline
Blume Capital Management, Inc.36,790$1.82M0.33%-50013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,581$1.71M<0.01%+23,02613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,622$1.22M<0.01%+8,79713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,556$1.22M0.02%-11,13613F-HRTimelineGroup
Able Wealth Management LLC23,592$1.17M0.37%+53913F-HRTimeline
Safe Harbor Wealth Advisors, LLC22,719$1.13M1.09%13F-HRTimeline
Global Assets Advisory, LLC11,787$583K0.17%new13F-HRTimeline
CWM, LLCin group CWM, LLC11,705$579K<0.01%+18813F-HRTimelineGroup
Belpointe Asset Management LLC10,288$509K0.02%+3,58313F-HRTimeline
WealthPlan Investment Management, LLC9,472$469K0.03%-17013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,926$392K<0.01%+1,06213F-HRTimeline
Spectrum Financial Alliance Ltd LLC7,731$383K0.08%new13F-HRTimeline
IHT Wealth Management, LLC7,175$355K0.01%013F-HRTimeline
Kovack Advisors, Inc.4,900$242K0.01%new13F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED4,679$232K0.02%+613F-HRTimeline
FMR LLCin group FMR LLC1,519$75.1K<0.01%+8013F-HRTimelineGroup
COMERICA BANK1,223$60.5K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC312$15.4K<0.01%+26713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.286$14.2K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.220$10.9K<0.01%+213F-HRTimeline
UBS Group AGin group UBS Group AG142$7.03K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY66$3.27K<0.01%013F-HR/ATimelineGroup