XFIV β€” BONDBLOXX ETF TRUST

Ownership history in Financial Guidance Group, Inc.  Β·  4 quarters on record

AI Ownership Summary

Financial Guidance Group, Inc. reported BONDBLOXX ETF TRUST (XFIV) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.52% in 2025 Q4. The latest visible filing shows XFIV at 1.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XFIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Guidance Group, Inc.'s position in BONDBLOXX ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XFIV was reported at 1.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Guidance Group, Inc. held XFIV β€” position size vs. price
% of Fund (quarterly)    XFIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 76,491 +1,599 +2.1% 1.51% $3.8M 2026-04-23 $49.12
2025 Q4 ADDED 74,892 +22,161 +42.0% 1.52% $3.7M 2026-01-26 $48.93
2025 Q3 ADDED 52,731 +7,437 +16.4% 1.17% $2.6M 2025-11-05 $48.64
2025 Q2 INITIATED 45,294 β€” β€” 1.09% $2.2M 2025-07-29 $47.76

FAQ About Financial Guidance Group, Inc. and XFIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Guidance Group, Inc. reported owning XFIV?

Financial Guidance Group, Inc. reported XFIV across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported XFIV position in Financial Guidance Group, Inc.'s portfolio?

The largest reported portfolio weight for XFIV was 1.52% in 2025 Q4.

What is the latest reported XFIV position on this page?

The most recent filing on this page is 2026 Q1, when Financial Guidance Group, Inc. reported 76,491 shares, equal to 1.51% of portfolio, with an estimated market value of $3.8M.

What does the chart on this XFIV ownership page compare?

The chart compares Financial Guidance Group, Inc.'s quarterly XFIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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