WealthPlan Investment Management, LLC XFIV — BONDBLOXX ETF TRUST

Ownership history in WealthPlan Investment Management, LLC  ·  5 quarters on record

AI Ownership Summary

WealthPlan Investment Management, LLC reported BONDBLOXX ETF TRUST (XFIV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows XFIV at 0.02% 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 WealthPlan Investment Management, LLC'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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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.

XFIV stock page WealthPlan Investment Management, LLC fund profile WealthPlan Investment Management, LLC full holdings
How WealthPlan Investment Management, LLC held XFIV — position size vs. price
% of Fund (quarterly)    XFIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 9,123 -349 -3.7% 0.02% $448K 2026-04-29 $48.90
2025 Q4 REDUCED — — — 9,472 -170 -1.8% 0.03% $469K 2026-02-05 $49.18
2025 Q3 ADDED — — — 9,642 +78 +0.8% 0.03% $478K 2025-10-27 $48.97
2025 Q2 ADDED — — — 9,564 +9 +0.1% 0.03% $472K 2025-07-28 $47.59
2025 Q1 INITIATED — — — 9,555 — — 0.05% $469K 2025-05-12 $46.84

🏢 Other funds also holding XFIV

As of 2026 Q1 — sorted by position size

Capital Investment Counsel, LLC 2.71% Paladin Wealth, LLC 1.79% Nemes Rush Group LLC 1.64% Financial Guidance Group, Inc. 3Y 1.51% Gradient Investments LLC 3Y 7Y 1.14% WESPAC Advisors SoCal, LLC 3Y 7Y 0.73% Able Wealth Management LLC 0.14% Wealthcare Advisory Partners LLC 3Y 7Y 0.02% Belpointe Asset Management LLC 3Y 7Y 0.02% Janney Montgomery Scott LLC 3Y 7Y 0.01%

FAQ About WealthPlan Investment Management, LLC and XFIV

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

How long has WealthPlan Investment Management, LLC reported owning XFIV?

WealthPlan Investment Management, LLC reported XFIV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported XFIV position in WealthPlan Investment Management, LLC's portfolio?

The largest reported portfolio weight for XFIV was 0.05% in 2025 Q1.

What is the latest reported XFIV position on this page?

The most recent filing on this page is 2026 Q1, when WealthPlan Investment Management, LLC reported 9,123 shares, equal to 0.02% of portfolio, with an estimated market value of $448K.

What does the chart on this XFIV ownership page compare?

The chart compares WealthPlan Investment Management, LLC'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.

How well did WealthPlan Investment Management, LLC time their XFIV position?

Based on 13F filing dates vs. subsequent XFIV price moves, WealthPlan Investment Management, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on XFIV relative to SPY over the holding period was -16.3%.

← Back to WealthPlan Investment Management, LLC Holdings