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

Brown Financial 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	$1.83M	Sell	37,670 -61,896	-62%	-$3.02M	0.64%	46
2026 Q1	$4.89M	Buy	99,566 +23,134	+30%	+$1.14M	1.85%	10
2025 Q4	$3.78M	Buy	76,432 +350	+0.5%	+$17.4K	1.38%	18
2025 Q3	$3.77M	Buy	76,082 +3,723	+5%	+$184K	1.39%	16
2025 Q2	$3.57M	Sell	72,359 -1,534	-2%	-$75K	1.39%	19
2025 Q1	$3.63M	Buy	73,893 +6,307	+9%	+$305K	1.5%	18
2024 Q4	$3.24M	Buy	67,586 +25,852	+62%	+$1.26M	1.3%	22
2024 Q3	$2.09M	Sell	41,734 -10,629	-20%	-$525K	0.86%	35
2024 Q2	$2.53M	Buy	+52,363	New	+$2.51M	1.13%	24

Other funds holding XFIV

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brown Financial Advisors's XFIV Position: Q2 2026 in Review

Brown Financial Advisors reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 62% in Q2 2026, selling an estimated $3.02M and leaving 37,670 shares worth $1.83M. The position accounts for 0.64% of the portfolio, ranked #46.

Brown Financial Advisors first reported a position in XFIV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.89M in Q1 2026. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

Brown Financial Advisors held 37,670 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $1.83M as of Q2 2026.
Brown Financial Advisors sold 61,896 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $3.02M.
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.64% of Brown Financial Advisors's portfolio in Q2 2026, its #46 holding.
Brown Financial Advisors first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $4.89M 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 Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.