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Strait & Sound Wealth Management’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Strait & Sound Wealth Management’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 		$250K Buy
+5,076
New +$251K 0.09% 140

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

Strait & Sound Wealth Management's XFIV Position: Q1 2026 in Review

Strait & Sound Wealth Management opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q1 2026: 5,076 shares worth $250K. The stake represents 0.09% of the portfolio and ranks #140 among its holdings.

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

  • Strait & Sound Wealth Management held 5,076 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $250K as of Q1 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Strait & Sound Wealth Management position in Q1 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.09% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #140 holding.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.