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S&A Financial Services’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

S&A Financial Services’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 		$2.25M Buy
46,165
+7,026
+18% +$343K 1.37% 21
2026
Q1 		$1.92M Buy
+39,139
New +$1.94M 1.32% 23

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
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 22.96% 1-Year Est. Return

S&A Financial Services's XFIV Position: Q2 2026 in Review

S&A Financial Services increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 18% in Q2 2026, buying an estimated $343K and bringing the position to 46,165 shares worth $2.25M. The position accounts for 1.37% of the portfolio, ranked #21.

S&A Financial Services first reported a position in XFIV in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • S&A Financial Services held 46,165 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $2.25M as of Q2 2026.
  • S&A Financial Services bought 7,026 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $343K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 1.37% of S&A Financial Services's portfolio in Q2 2026, its #21 holding.
  • S&A Financial Services 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.
  • 59 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.