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Arvest Investments’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Arvest Investments’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 		$11.8M Buy
+242,898
New +$11.8M 1.43% 18

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Arvest Investments's XFIV Position: Q2 2026 in Review

Arvest Investments opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q2 2026: 242,898 shares worth $11.8M. The stake represents 1.43% of the portfolio and ranks #18 among its holdings.

11 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Arvest Investments held 242,898 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $11.8M as of Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Arvest Investments position in Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 1.43% of Arvest Investments's portfolio in Q2 2026, its #18 holding.
  • 11 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.