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Able Wealth Management’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Able Wealth Management’s Portfolio XFIV Stock Details XFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$526K Sell
10,695
-12,897
-55% -$638K 0.14% 79
2025
Q4 		$1.17M Buy
23,592
+539
+2% +$26.8K 0.37% 46
2025
Q3 		$1.14M Buy
23,053
+3,862
+20% +$190K 0.43% 45
2025
Q2 		$947K Buy
+19,191
New +$938K 0.48% 44

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Able Wealth Management's XFIV Position: Q1 2026 in Review

Able Wealth Management reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 55% in Q1 2026, selling an estimated $638K and leaving 10,695 shares worth $526K. The position accounts for 0.14% of the portfolio, ranked #79.

Able Wealth Management first reported a position in XFIV in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q4 2025. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • Able Wealth Management held 10,695 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $526K as of Q1 2026.
  • Able Wealth Management sold 12,897 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $638K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.14% of Able Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Able Wealth Management first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Able Wealth Management's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $1.17M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.