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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.2M Buy
207,435
+44,896
+28% +$2.22M 0.07% 247
2025
Q1
$7.98M Buy
162,539
+58,561
+56% +$2.87M 0.07% 270
2024
Q4
$4.99M Buy
+103,978
New +$4.99M 0.04% 343