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Spectrum Financial Alliance’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Spectrum Financial Alliance’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 		$380K Hold
7,731
– – 0.07% 21
2025
Q4 		$383K Buy
+7,731
New +$384K 0.08% 19

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

Spectrum Financial Alliance's XFIV Position: Q1 2026 in Review

Spectrum Financial Alliance held its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) position steady in Q1 2026 at 7,731 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #21.

Spectrum Financial Alliance first reported a position in XFIV in Q4 2025 and has held it in 2 quarters since. The position peaked at $383K in Q4 2025. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • Spectrum Financial Alliance held 7,731 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $380K as of Q1 2026.
  • Spectrum Financial Alliance left its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF share count unchanged in Q1 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.07% of Spectrum Financial Alliance's portfolio in Q1 2026, its #21 holding.
  • Spectrum Financial Alliance first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Spectrum Financial Alliance's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $383K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on Spectrum Financial Alliance's 13F filing for Q1 2026, filed 1 May 2026.