Prime Capital Investment Advisors
XFIV icon

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
Q2 		$1.18M Buy
24,218
+4,968
+26% +$242K 0.01% 488
2026
Q1 		$946K Buy
+19,250
New +$952K 0.01% 516

Other funds holding XFIV

Municipal Employees' Retirement System of Michigan
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
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Kestra Investment Management
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 $805M AUM 13.84% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 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 22.9% 1-Year Est. Return

Prime Capital Investment Advisors's XFIV Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 26% in Q2 2026, buying an estimated $242K and bringing the position to 24,218 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #488.

Prime Capital Investment Advisors first reported a position in XFIV in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Prime Capital Investment Advisors held 24,218 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $1.18M as of Q2 2026.
  • Prime Capital Investment Advisors bought 4,968 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $242K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #488 holding.
  • Prime Capital Investment Advisors first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 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 Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.