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Prime Capital Investment Advisors’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Prime Capital Investment Advisors’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 		$946K Buy
+19,250
New +$952K 0.01% 516

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

Prime Capital Investment Advisors's XFIV Position: Q1 2026 in Review

Prime Capital Investment Advisors opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q1 2026: 19,250 shares worth $946K. The stake represents 0.01% of the portfolio and ranks #516 among its holdings.

45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • Prime Capital Investment Advisors held 19,250 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $946K as of Q1 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Prime Capital Investment Advisors position in Q1 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #516 holding.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.