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Disclosery

XFIV BONDBLOXX ETF TRUST

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BLOOMBERG FVE YR (fund)

45 managers (45 13F filers) reported a position in XFIV shares at 2026-03-31, 7,977,598 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
45
13F filers
45
New
12
Added
19
Reduced
12
Sold out
5
Shares held by filers
7,977,598

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,493,253$73.4M1.14%+231,05113F-HRTimelineGroup
Municipal Employees' Retirement System …1,332,525$65.5M0.74%+628,46113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN971,825$47.8M0.01%-17,85313F-HR/ATimelineGroup
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC639,942$31.5M0.54%new13F-HRTimelineGroup
Donoghue Forlines LLC542,573$26.7M7.38%-121,33213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/421,177$20.7M<0.01%+87,79613F-HRTimelineGroup
AE Wealth Management LLC416,393$20.5M0.11%+75,70813F-HRTimeline
Capital Investment Counsel, LLC403,041$19.8M2.71%+105,30013F-HRTimeline
Nemes Rush Group LLC352,068$17.3M1.65%+69,74013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC231,692$11.4M<0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC195,869$9.63M0.34%+8,97613F-HRTimeline
Mattson Financial Services, LLC159,485$7.84M1.87%+16,01013F-HRTimeline
Brown Financial Advisors99,566$4.89M1.85%+23,13413F-HRTimeline
Financial Guidance Group, Inc.76,491$3.76M1.51%+1,59913F-HRTimeline
Aptus Capital Advisors, LLC76,491$3.76M0.03%+1,59913F-HRTimeline
WESPAC Advisors SoCal, LLC69,400$3.41M0.73%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC57,340$2.82M0.01%new13F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC55,803$2.74M0.22%new13F-HRTimelineGroup
Paladin Wealth, LLC52,920$2.6M1.79%+5,93013F-HRTimeline
Janney Montgomery Scott LLC49,116$2.42M0.01%-1,38513F-HRTimeline
S&A Financial Services, Inc.39,139$1.92M1.32%13F-HRTimeline
Blume Capital Management, Inc.35,515$1.75M0.3%-1,27513F-HRTimeline
CWM, LLCin group CWM, LLC30,770$1.51M<0.01%+19,06513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,141$1.19M<0.01%-10,44013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,846$1.17M0.02%-71013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC19,250$946K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,331$901K<0.01%-6,29113F-HRTimelineGroup
Global Assets Advisory, LLC12,088$594K0.17%+30113F-HRTimeline
Belpointe Asset Management LLC11,214$551K0.02%+92613F-HRTimeline
Able Wealth Management LLC10,695$526K0.14%-12,89713F-HRTimeline
WealthPlan Investment Management, LLC9,123$448K0.03%-34913F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.8,178$402K0.02%-45,46413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,994$393K<0.01%+6813F-HRTimeline
Spectrum Financial Alliance Ltd LLC7,731$380K0.07%013F-HRTimeline
Sigma Planning Corp7,638$375K0.01%new13F-HRTimeline
Strait & Sound Wealth Management LLC5,076$250K0.1%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,216$109K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,099$103K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,533$75.4K<0.01%+1,39113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,208$59.4K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,191$58.5K<0.01%-32813F-HRTimelineGroup
Elevated Capital Advisors, LLC1,114$54.8K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.222$11K<0.01%+213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200$9.83K<0.01%-8613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY116$5.7K<0.01%+5013F-HRTimelineGroup