NRG
XFIV icon

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

Nemes Rush 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
Q1 		$17.3M Buy
352,068
+69,740
+25% +$3.45M 1.64% 19
2025
Q4 		$14M Buy
282,328
+65,749
+30% +$3.27M 1.31% 25
2025
Q3 		$10.7M Buy
216,579
+57,853
+36% +$2.85M 1.06% 32
2025
Q2 		$7.83M Buy
158,726
+46,705
+42% +$2.28M 0.85% 39
2025
Q1 		$5.5M Buy
112,021
+31,942
+40% +$1.54M 0.69% 41
2024
Q4 		$3.84M Buy
+80,079
New +$3.89M 0.47% 51

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
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

Nemes Rush Group's XFIV Position: Q1 2026 in Review

Nemes Rush Group increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 25% in Q1 2026, buying an estimated $3.45M and bringing the position to 352,068 shares worth $17.3M. The position accounts for 1.64% of the portfolio, ranked #19.

Nemes Rush Group first reported a position in XFIV in Q4 2024 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • Nemes Rush Group held 352,068 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $17.3M as of Q1 2026.
  • Nemes Rush Group bought 69,740 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $3.45M.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 1.64% of Nemes Rush Group's portfolio in Q1 2026, its #19 holding.
  • Nemes Rush Group first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2024 and has held it in 6 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 Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.