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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
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

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

NBC Securities's XFIV Position: Q1 2026 in Review

NBC Securities increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 0.91% in Q1 2026, buying an estimated $99 and bringing the position to 222 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

NBC Securities first reported a position in XFIV in Q2 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • NBC Securities held 222 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $11K as of Q1 2026.
  • NBC Securities bought 2 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $99.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of NBC Securities's portfolio in Q1 2026, its #1912 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 4 quarters since.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.