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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
Q2 		$787K Buy
16,159
+11,083
+218% +$541K 0.28% 76
2026
Q1 		$250K Buy
+5,076
New +$251K 0.09% 140

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 $7B AUM 14.85% 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 $805M AUM 13.84% 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 22.9% 1-Year Est. Return

Strait & Sound Wealth Management's XFIV Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 218% in Q2 2026, buying an estimated $541K and bringing the position to 16,159 shares worth $787K. The position accounts for 0.28% of the portfolio, ranked #76.

Strait & Sound Wealth Management 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.

  • Strait & Sound Wealth Management held 16,159 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $787K as of Q2 2026.
  • Strait & Sound Wealth Management bought 11,083 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $541K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.28% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Strait & Sound Wealth Management 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 Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.