BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $XFIV Shares Purchased by Gradient Investments LLC

Gradient Investments LLC increased its stake in shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV) by 11.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 1,262,202 shares of the company’s stock after purchasing an additional 124,813 shares during the period. BondBloxx Bloomberg Five Year Target Duration US Treasury ETF makes up approximately 1.0% of Gradient Investments LLC’s investment portfolio, making the stock its 25th largest position. Gradient Investments LLC owned 14.75% of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $62,452,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. acquired a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF during the third quarter worth $144,000. NewEdge Advisors LLC purchased a new stake in shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in the 2nd quarter valued at $207,000. Silver Oak Securities Incorporated purchased a new stake in shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in the 3rd quarter valued at $231,000. IHT Wealth Management LLC acquired a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF during the 2nd quarter worth about $322,000. Finally, CWM LLC lifted its stake in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF by 14.2% during the 3rd quarter. CWM LLC now owns 11,517 shares of the company’s stock worth $570,000 after acquiring an additional 1,434 shares in the last quarter.

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Stock Performance

Shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock opened at $48.92 on Monday. The business has a 50-day moving average of $49.53 and a 200 day moving average of $49.62. BondBloxx Bloomberg Five Year Target Duration US Treasury ETF has a 12 month low of $48.27 and a 12 month high of $50.19.

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Thursday, March 5th. Stockholders of record on Monday, March 2nd were paid a $0.1417 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) annualized dividend and a dividend yield of 3.5%.

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Company Profile

The Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is passively managed to invest in a portfolio of US Treasury securities with a target duration of five years. XFIV was launched on Sep 13, 2022 and is managed by BondBloxx.