Bank of America
XFIV icon

Bank of America’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Bank of America’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 		$16.8M Sell
344,357
-76,820
-18% -$3.75M ﹤0.01% 2640
2026
Q1 		$20.7M Buy
421,177
+87,796
+26% +$4.34M ﹤0.01% 2354
2025
Q4 		$16.5M Buy
333,381
+192,206
+136% +$9.55M ﹤0.01% 2452
2025
Q3 		$6.99M Buy
141,175
+46,348
+49% +$2.28M ﹤0.01% 3678
2025
Q2 		$4.68M Buy
94,827
+14,859
+19% +$726K ﹤0.01% 3975
2025
Q1 		$3.92M Buy
79,968
+6,217
+8% +$300K ﹤0.01% 4058
2024
Q4 		$3.54M Buy
73,751
+717
+1% +$34.9K ﹤0.01% 3932
2024
Q3 		$3.65M Buy
73,034
+19,980
+38% +$987K ﹤0.01% 4021
2024
Q2 		$2.56M Buy
53,054
+41,943
+377% +$2.01M ﹤0.01% 4241
2024
Q1 		$539K Buy
11,111
+6,805
+158% +$331K ﹤0.01% 5304
2023
Q4 		$212K Buy
4,306
+785
+22% +$37.5K ﹤0.01% 6037
2023
Q3 		$167K Buy
3,521
+229
+7% +$11K ﹤0.01% 5996
2023
Q2 		$160K Buy
+3,292
New +$163K ﹤0.01% 5982

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Bank of America's XFIV Position: Q2 2026 in Review

Bank of America reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 18% in Q2 2026, selling an estimated $3.75M and leaving 344,357 shares worth $16.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

Bank of America first reported a position in XFIV in Q2 2023 and has held it in 13 quarters since. The position peaked at $20.7M in Q1 2026. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Bank of America held 344,357 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $16.8M as of Q2 2026.
  • Bank of America sold 76,820 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $3.75M.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2640 holding.
  • Bank of America first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • Bank of America's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $20.7M 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 Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.