IWM
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IHT Wealth Management’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

IHT Wealth 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
Q1 		– Sell
-7,175
Closed -$355K – 1337
2025
Q4 		$355K Hold
7,175
– – 0.01% 900
2025
Q3 		$355K Buy
7,175
+650
+10% +$32K 0.01% 865
2025
Q2 		$322K Buy
+6,525
New +$319K 0.01% 858

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

IHT Wealth Management's XFIV Position: Q1 2026 in Review

IHT Wealth Management sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q1 2026, closing a stake of 7,175 shares — an estimated $355K sold.

IHT Wealth Management first reported a position in XFIV in Q2 2025 and held it in 3 quarters. The position peaked at $355K in Q3 2025. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • IHT Wealth Management reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 7,175 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $355K.
  • IHT Wealth Management first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2025 and held it in 3 quarters.
  • IHT Wealth Management's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $355K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.