Osaic Holdings
XFIV icon

Osaic Holdings’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Osaic Holdings’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 		$9.83K Sell
200
-86
-30% -$4.25K ﹤0.01% 6304
2025
Q4 		$14.2K Buy
+286
New +$14.2K ﹤0.01% 6107
2025
Q2 		– Sell
-544
Closed -$26.7K – 7904
2025
Q1 		$26.7K Hold
544
– – ﹤0.01% 5154
2024
Q4 		$26.1K Sell
544
-126
-19% -$6.13K ﹤0.01% 5160
2024
Q3 		$33.5K Buy
+670
New +$33.1K ﹤0.01% 5034

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

Osaic Holdings's XFIV Position: Q1 2026 in Review

Osaic Holdings reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 30% in Q1 2026, selling an estimated $4.25K and leaving 200 shares worth $9.83K. The position accounts for ﹤0.01% of the portfolio, ranked #6304.

Osaic Holdings first reported a position in XFIV in Q3 2024 and has held it in 5 quarters since. The position peaked at $33.5K in Q3 2024. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • Osaic Holdings held 200 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $9.83K as of Q1 2026.
  • Osaic Holdings sold 86 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $4.25K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6304 holding.
  • Osaic Holdings first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q3 2024 and has held it in 5 quarters since.
  • Osaic Holdings's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $33.5K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.