IA
XFIV icon

Inspire Advisors’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Inspire Advisors’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 		$2.59M Sell
53,212
-2,591
-5% -$126K 0.18% 94
2026
Q1 		$2.74M Buy
+55,803
New +$2.76M 0.22% 76

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

Inspire Advisors's XFIV Position: Q2 2026 in Review

Inspire Advisors reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 4.6% in Q2 2026, selling an estimated $126K and leaving 53,212 shares worth $2.59M. The position accounts for 0.18% of the portfolio, ranked #94.

Inspire Advisors first reported a position in XFIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.74M in Q1 2026. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Inspire Advisors held 53,212 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $2.59M as of Q2 2026.
  • Inspire Advisors sold 2,591 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $126K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.18% of Inspire Advisors's portfolio in Q2 2026, its #94 holding.
  • Inspire Advisors first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Inspire Advisors's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $2.74M 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 Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.