KFG
XFIV icon

Kingdom Financial Group’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Kingdom Financial Group’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 		– Hold
0
– – – 816
2025
Q4 		– Sell
-11,829
Closed -$586K – 751
2025
Q3 		$586K Buy
+11,829
New +$583K 0.36% 44

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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Kingdom Financial Group's XFIV Position: Q2 2026 in Review

Kingdom Financial Group held its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) position steady in Q2 2026 at 0 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Kingdom Financial Group first reported a position in XFIV in Q3 2025 and has held it in 1 quarter since. The position peaked at $586K in Q3 2025. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Kingdom Financial Group held 0 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $24 as of Q2 2026.
  • Kingdom Financial Group left its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #816 holding.
  • Kingdom Financial Group first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q3 2025 and has held it in 1 quarter since.
  • Kingdom Financial Group's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $586K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.