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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
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

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

Global Assets Advisory's XFIV Position: Q1 2026 in Review

Global Assets Advisory increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 2.6% in Q1 2026, buying an estimated $14.9K and bringing the position to 12,088 shares worth $594K. The position accounts for 0.17% of the portfolio, ranked #112.

Global Assets Advisory first reported a position in XFIV in Q4 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • Global Assets Advisory held 12,088 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $594K as of Q1 2026.
  • Global Assets Advisory bought 301 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $14.9K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.17% of Global Assets Advisory's portfolio in Q1 2026, its #112 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 2 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 Global Assets Advisory's 13F filing for Q1 2026, filed 1 May 2026.