Kestra Advisory Services’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History
Bought
Maintained
Sold
Other funds holding XFIV
TIM
CWM
Kestra Advisory Services's XFIV Position: Q3 2026 in Review
Kestra Advisory Services increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 146% in Q3 2026, buying an estimated $2.25M and bringing the position to 79,228 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #1066.
Kestra Advisory Services first reported a position in XFIV in Q2 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold XFIV as of Q3 2026.
- Kestra Advisory Services held 79,228 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $3.7M as of Q3 2026.
- Kestra Advisory Services bought 46,987 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $2.25M.
- BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1066 holding.
- Kestra Advisory Services first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
- 30 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.
Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.