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

AE 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
Q2 		$20.3M Buy
416,674
+281
+0.1% +$13.7K 0.09% 222
2026
Q1 		$20.5M Buy
416,393
+75,708
+22% +$3.74M 0.11% 199
2025
Q4 		$16.9M Buy
340,685
+29,644
+10% +$1.47M 0.1% 215
2025
Q3 		$15.4M Buy
311,041
+103,606
+50% +$5.11M 0.1% 215
2025
Q2 		$10.2M Buy
207,435
+44,896
+28% +$2.19M 0.07% 247
2025
Q1 		$7.98M Buy
162,539
+58,561
+56% +$2.83M 0.07% 270
2024
Q4 		$4.99M Buy
+103,978
New +$5.05M 0.04% 343

Other funds holding XFIV

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 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 $1.21B AUM 33.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

AE Wealth Management's XFIV Position: Q2 2026 in Review

AE Wealth Management increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 0.07% in Q2 2026, buying an estimated $13.7K and bringing the position to 416,674 shares worth $20.3M. The position accounts for 0.09% of the portfolio, ranked #222.

AE Wealth Management first reported a position in XFIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.5M in Q1 2026. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • AE Wealth Management held 416,674 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $20.3M as of Q2 2026.
  • AE Wealth Management bought 281 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $13.7K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.09% of AE Wealth Management's portfolio in Q2 2026, its #222 holding.
  • AE Wealth Management first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $20.5M in Q1 2026.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.