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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
Q1 		$31.5M Buy
+639,942
New +$31.7M 0.54% 43

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 $530B AUM 22.01% 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
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Kestra Investment Management's XFIV Position: Q1 2026 in Review

Kestra Investment Management opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q1 2026: 639,942 shares worth $31.5M. The stake represents 0.54% of the portfolio and ranks #43 among its holdings.

45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • Kestra Investment Management held 639,942 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $31.5M as of Q1 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Kestra Investment Management position in Q1 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.54% of Kestra Investment Management's portfolio in Q1 2026, its #43 holding.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.