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

Atria 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 		$582K Buy
+11,953
New +$583K 0.01% 1440

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

Atria Investments's XFIV Position: Q2 2026 in Review

Atria Investments opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q2 2026: 11,953 shares worth $582K. The stake represents 0.01% of the portfolio and ranks #1440 among its holdings.

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

  • Atria Investments held 11,953 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $582K as of Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Atria Investments position in Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1440 holding.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.