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NBC Securities’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

NBC Securities’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 		$9.35K Sell
192
-30
-14% -$1.46K ﹤0.01% 1920
2026
Q1 		$11K Buy
222
+2
+0.9% +$99 ﹤0.01% 1912
2025
Q4 		$10.9K Buy
220
+2
+0.9% +$99 ﹤0.01% 1997
2025
Q3 		$10.8K Buy
218
+2
+0.9% +$99 ﹤0.01% 1987
2025
Q2 		$10K Buy
+216
New +$10.6K ﹤0.01% 1958

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

NBC Securities's XFIV Position: Q2 2026 in Review

NBC Securities reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 14% in Q2 2026, selling an estimated $1.46K and leaving 192 shares worth $9.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

NBC Securities first reported a position in XFIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $11K in Q1 2026. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • NBC Securities held 192 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $9.35K as of Q2 2026.
  • NBC Securities sold 30 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.46K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1920 holding.
  • NBC Securities first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • NBC Securities's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $11K 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 NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.