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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
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

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 $530B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $808M AUM 20.7% 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

Brown Financial Advisors's XFIV Position: Q1 2026 in Review

Brown Financial Advisors increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 30% in Q1 2026, buying an estimated $1.14M and bringing the position to 99,566 shares worth $4.89M. The position accounts for 1.85% of the portfolio, ranked #10.

Brown Financial Advisors first reported a position in XFIV in Q2 2024 and has held it in 8 quarters since. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • Brown Financial Advisors held 99,566 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $4.89M as of Q1 2026.
  • Brown Financial Advisors bought 23,134 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.14M.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 1.85% of Brown Financial Advisors's portfolio in Q1 2026, its #10 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 8 quarters since.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.