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Donoghue Forlines’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Donoghue Forlines’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 		$23.6M Sell
484,673
-57,900
-11% -$2.82M 6.1% 2
2026
Q1 		$26.7M Sell
542,573
-121,332
-18% -$6M 7.38% 3
2025
Q4 		$32.8M Buy
+663,905
New +$33M 10.16% 1

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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Donoghue Forlines's XFIV Position: Q2 2026 in Review

Donoghue Forlines reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 11% in Q2 2026, selling an estimated $2.82M and leaving 484,673 shares worth $23.6M. The position accounts for 6.1% of the portfolio, ranked #2.

Donoghue Forlines first reported a position in XFIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.8M in Q4 2025. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Donoghue Forlines held 484,673 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $23.6M as of Q2 2026.
  • Donoghue Forlines sold 57,900 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.82M.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 6.1% of Donoghue Forlines's portfolio in Q2 2026, its #2 holding.
  • Donoghue Forlines first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Donoghue Forlines's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $32.8M in Q4 2025.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.