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

Kestra Investment Management’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 		$25.2M Sell
517,038
-122,904
-19% -$5.99M 0.49% 42
2026
Q1 		$31.5M Buy
+639,942
New +$31.7M 0.54% 43

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
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
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Kestra Investment Management's XFIV Position: Q2 2026 in Review

Kestra Investment Management reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 19% in Q2 2026, selling an estimated $5.99M and leaving 517,038 shares worth $25.2M. The position accounts for 0.49% of the portfolio, ranked #42.

Kestra Investment Management first reported a position in XFIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $31.5M in Q1 2026. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Kestra Investment Management held 517,038 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $25.2M as of Q2 2026.
  • Kestra Investment Management sold 122,904 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $5.99M.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.49% of Kestra Investment Management's portfolio in Q2 2026, its #42 holding.
  • Kestra Investment Management 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.
  • Kestra Investment Management's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $31.5M 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 Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.