Janney Montgomery Scott
XFIV icon

Janney Montgomery Scott’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Janney Montgomery Scott’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 		$2.46M Buy
50,604
+1,488
+3% +$72.6K ﹤0.01% 1363
2026
Q1 		$2.42M Sell
49,116
-1,385
-3% -$68.5K 0.01% 1189
2025
Q4 		$2.5M Buy
50,501
+5,946
+13% +$295K 0.01% 1238
2025
Q3 		$2.21M Buy
44,555
+2,969
+7% +$146K 0.01% 1271
2025
Q2 		$2.05M Buy
41,586
+1,083
+3% +$52.9K 0.01% 1195
2025
Q1 		$1.99M Buy
+40,503
New +$1.96M 0.01% 1164

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

Janney Montgomery Scott's XFIV Position: Q2 2026 in Review

Janney Montgomery Scott increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 3% in Q2 2026, buying an estimated $72.6K and bringing the position to 50,604 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Janney Montgomery Scott first reported a position in XFIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.5M in Q4 2025. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Janney Montgomery Scott held 50,604 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $2.46M as of Q2 2026.
  • Janney Montgomery Scott bought 1,488 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $72.6K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1363 holding.
  • Janney Montgomery Scott first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Janney Montgomery Scott's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $2.5M in Q4 2025.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.