AWM
XFIV icon

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
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

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 $501B 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
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $730M AUM 16.46% 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
MWM
Meridian Wealth Management Lexington, Kentucky $2.82B AUM 31.23% 1-Year Est. Return