Envestnet Asset Management
XFIV icon

Envestnet Asset Management’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Envestnet Asset Management’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 		$14.7M Buy
302,719
+71,027
+31% +$3.46M ﹤0.01% 1675
2026
Q1 		$11.4M Buy
+231,692
New +$11.5M ﹤0.01% 1743
2024
Q3 		– Sell
-16,782
Closed -$809K – 4326
2024
Q2 		$809K Sell
16,782
-2,189
-12% -$105K ﹤0.01% 3162
2024
Q1 		$920K Buy
+18,971
New +$922K ﹤0.01% 3088

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return

Envestnet Asset Management's XFIV Position: Q2 2026 in Review

Envestnet Asset Management increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 31% in Q2 2026, buying an estimated $3.46M and bringing the position to 302,719 shares worth $14.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Envestnet Asset Management first reported a position in XFIV in Q1 2024 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Envestnet Asset Management held 302,719 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $14.7M as of Q2 2026.
  • Envestnet Asset Management bought 71,027 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $3.46M.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1675 holding.
  • Envestnet Asset Management first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2024 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.