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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
Q2 		$20.1M Buy
413,143
+61,075
+17% +$2.98M 1.66% 21
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

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
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
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Nemes Rush Group's XFIV Position: Q2 2026 in Review

Nemes Rush Group increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 17% in Q2 2026, buying an estimated $2.98M and bringing the position to 413,143 shares worth $20.1M. The position accounts for 1.66% of the portfolio, ranked #21.

Nemes Rush Group first reported a position in XFIV in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Nemes Rush Group held 413,143 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $20.1M as of Q2 2026.
  • Nemes Rush Group bought 61,075 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.98M.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 1.66% of Nemes Rush Group's portfolio in Q2 2026, its #21 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 7 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 Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.