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Global Assets Advisory’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Global Assets Advisory’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 		$588K Buy
12,136
+48
+0.4% +$2.34K 0.13% 168
2026
Q1 		$594K Buy
12,088
+301
+3% +$14.9K 0.17% 112
2025
Q4 		$583K Buy
+11,787
New +$585K 0.17% 131

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
DF
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
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

Global Assets Advisory's XFIV Position: Q2 2026 in Review

Global Assets Advisory increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 0.4% in Q2 2026, buying an estimated $2.34K and bringing the position to 12,136 shares worth $588K. The position accounts for 0.13% of the portfolio, ranked #168.

Global Assets Advisory first reported a position in XFIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $594K in Q1 2026. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Global Assets Advisory held 12,136 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $588K as of Q2 2026.
  • Global Assets Advisory bought 48 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.34K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.13% of Global Assets Advisory's portfolio in Q2 2026, its #168 holding.
  • Global Assets Advisory 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.
  • Global Assets Advisory's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $594K 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 Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.