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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $730M AUM 16.46% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.82B AUM 31.23% 1-Year Est. Return