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

Aptus Capital 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 		$3.26M Sell
66,879
-9,612
-13% -$469K 0.02% 430
2026
Q1 		$3.76M Buy
76,491
+1,599
+2% +$79.1K 0.03% 384
2025
Q4 		$3.71M Buy
74,892
+22,161
+42% +$1.1M 0.03% 362
2025
Q3 		$2.61M Buy
52,731
+7,437
+16% +$367K 0.02% 394
2025
Q2 		$2.24M Buy
+45,294
New +$2.21M 0.02% 402

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

Aptus Capital Advisors's XFIV Position: Q2 2026 in Review

Aptus Capital Advisors reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 13% in Q2 2026, selling an estimated $469K and leaving 66,879 shares worth $3.26M. The position accounts for 0.02% of the portfolio, ranked #430.

Aptus Capital Advisors first reported a position in XFIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.76M in Q1 2026. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Aptus Capital Advisors held 66,879 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $3.26M as of Q2 2026.
  • Aptus Capital Advisors sold 9,612 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $469K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #430 holding.
  • Aptus Capital Advisors first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Aptus Capital Advisors's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $3.76M 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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.