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
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

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 $501B 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