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ALPS Advisors’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

ALPS Advisors’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 		$2.81M Buy
57,650
+310
+0.5% +$15.1K 0.01% 423
2026
Q1 		$2.82M Buy
+57,340
New +$2.84M 0.01% 344

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

ALPS Advisors's XFIV Position: Q2 2026 in Review

ALPS Advisors increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 0.54% in Q2 2026, buying an estimated $15.1K and bringing the position to 57,650 shares worth $2.81M. The position accounts for 0.01% of the portfolio, ranked #423.

ALPS Advisors first reported a position in XFIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.82M in Q1 2026. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • ALPS Advisors held 57,650 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $2.81M as of Q2 2026.
  • ALPS Advisors bought 310 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $15.1K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #423 holding.
  • ALPS Advisors first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • ALPS Advisors's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $2.82M 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 ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.