Public ownership evidence

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) Ownership Disclosures

Read XFIV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Brown Financial Advisors
Report period
2026-06-30
Available
2026-08-27
Reported shares
37,670
Value (USD)
$1,833,776
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002035548-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XFIV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XFIV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Brown Financial Advisors2026-06-302026-08-2737,670$1,833,776None
Strait & Sound Wealth Management LLC2026-06-302026-08-1916,159$786,607None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-182,120$103,000None
Viaable, LLC2026-06-302026-08-15120,329$5,848,252None
Nemes Rush Group LLC2026-06-302026-08-15413,143$20,111,801None
JANE STREET GROUP, LLC2026-06-302026-08-1524,608$1,197,917None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1556$2,726None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15413$20,105None
ROYAL BANK OF CANADA2026-06-302026-08-1562$3,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-154,862$236,682None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15226$11,002None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-153,998$194,623None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15636,873$31,002,978None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15292,999$14,263,191None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15164,268$7,996,566None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15180,089$8,766,733None
UBS Group AG2026-06-302026-08-141,260$61,337None
Inspire Advisors, LLC2026-06-302026-08-1453,212$2,590,350None
Purpose Unlimited Inc.2026-06-302026-08-1428,243$1,374,407None
MORGAN STANLEY2026-06-302026-08-141$64None
MORGAN STANLEY2026-06-302026-08-14678$33,005None
FMR LLC2026-06-302026-08-1471$3,458None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-13308$14,883None
Aptus Capital Advisors, LLC2026-06-302026-08-1366,879$3,255,670None
Municipal Employees' Retirement System of Michigan2026-06-302026-08-111,332,525$64,867,000None
Arax Advisory Partners2026-06-302026-08-111,596$77,694None
Kingdom Financial Group LLC.2026-06-302026-08-080$24None
Sigma Planning Corp2026-06-302026-08-087,732$376,402None
Donoghue Forlines LLC2026-06-302026-08-08484,673$23,593,882None
Global Retirement Partners, LLC2026-06-302026-08-071,675$81,525None
Bank of New York Mellon Corp2026-06-302026-08-071$51None
Bank of New York Mellon Corp2026-06-302026-08-079,809$477,502None
Kestra Investment Management, LLC2026-06-302026-08-06517,038$25,169,420None
Meridian Wealth Management, LLC2026-06-302026-08-06199,084$9,691,409None
Janney Montgomery Scott LLC2026-06-302026-08-0650,604$2,463,000None
Prime Capital Investment Advisors, LLC2026-06-302026-08-0624,218$1,178,949None
FIFTH THIRD BANCORP2026-06-302026-08-061,178$57,345None
Mattson Financial Services, LLC2026-06-302026-08-0564,201$3,106,686None
Elevated Capital Advisors, LLC2026-06-302026-08-04579$28,209None
AE Wealth Management LLC2026-06-302026-08-041,364$66,400None
AE Wealth Management LLC2026-06-302026-08-0434$1,655None
AE Wealth Management LLC2026-06-302026-08-04158$7,700None
AE Wealth Management LLC2026-06-302026-08-04695$33,833None
AE Wealth Management LLC2026-06-302026-08-04217$10,564None
AE Wealth Management LLC2026-06-302026-08-042,008$97,749None
AE Wealth Management LLC2026-06-302026-08-0437,693$1,834,892None
AE Wealth Management LLC2026-06-302026-08-0450,462$2,456,497None
AE Wealth Management LLC2026-06-302026-08-04960$46,733None
AE Wealth Management LLC2026-06-302026-08-042,032$98,918None
AE Wealth Management LLC2026-06-302026-08-045,952$289,743None

90-day public filing window, up to 50 source positions.

Brown Financial Advisors ↗Strait & Sound Wealth Management LLC ↗CENTAURUS FINANCIAL, INC. ↗Viaable, LLC ↗Nemes Rush Group LLC ↗JANE STREET GROUP, LLC ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗ROYAL BANK OF CANADA ↗GOLDMAN SACHS GROUP INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.