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Kestra Advisory Services’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Kestra Advisory Services’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 		$1.57M Buy
+32,241
New +$1.57M 0.01% 1504

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FGG
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Wealth Enhancement Advisory Services
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BCM
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WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Kestra Advisory Services's XFIV Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q2 2026: 32,241 shares worth $1.57M. The stake represents 0.01% of the portfolio and ranks #1504 among its holdings.

20 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Kestra Advisory Services held 32,241 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $1.57M as of Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Kestra Advisory Services position in Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1504 holding.
  • 20 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.