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Kovack Advisors’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Kovack Advisors’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 		$436K Buy
+8,950
New +$436K 0.02% 669
2026
Q1 		– Sell
-4,900
Closed -$242K – 1113
2025
Q4 		$242K Buy
+4,900
New +$243K 0.01% 859

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

Kovack Advisors's XFIV Position: Q2 2026 in Review

Kovack Advisors opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q2 2026: 8,950 shares worth $436K. The stake represents 0.02% of the portfolio and ranks #669 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in XFIV as recently as Q4 2025.

Kovack Advisors first reported a position in XFIV in Q4 2025 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Kovack Advisors held 8,950 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $436K as of Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Kovack Advisors position in Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #669 holding.
  • Kovack Advisors first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.