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Capital Investment Counsel (Colorado)’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Capital Investment Counsel (Colorado)’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 		$22.2M Buy
456,134
+53,093
+13% +$2.59M 2.75% 2
2026
Q1 		$19.8M Buy
403,041
+105,300
+35% +$5.21M 2.71% 4
2025
Q4 		$14.7M Buy
297,741
+156,724
+111% +$7.78M 2.05% 10
2025
Q3 		$6.98M Buy
+141,017
New +$6.95M 1.03% 43

Other funds holding XFIV

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s XFIV Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 13% in Q2 2026, buying an estimated $2.59M and bringing the position to 456,134 shares worth $22.2M. The position accounts for 2.75% of the portfolio, ranked #2.

Capital Investment Counsel (Colorado) first reported a position in XFIV in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Capital Investment Counsel (Colorado) held 456,134 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $22.2M as of Q2 2026.
  • Capital Investment Counsel (Colorado) bought 53,093 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.59M.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 2.75% of Capital Investment Counsel (Colorado)'s portfolio in Q2 2026, its #2 holding.
  • Capital Investment Counsel (Colorado) first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.