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Tower Research Capital (TRC)’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Tower Research Capital (TRC)’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 		$109K Buy
+2,216
New +$110K ﹤0.01% 2108
2025
Q4 		– Sell
-25,877
Closed -$1.28M – 5659
2025
Q3 		$1.28M Buy
+25,877
New +$1.28M 0.04% 437

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 $21.5B AUM 26.98% 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 $424B AUM 22.94% 1-Year Est. Return

Tower Research Capital (TRC)'s XFIV Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q1 2026: 2,216 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #2108 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in XFIV as recently as Q3 2025.

Tower Research Capital (TRC) first reported a position in XFIV in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.28M in Q3 2025. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • Tower Research Capital (TRC) held 2,216 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $109K as of Q1 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Tower Research Capital (TRC) position in Q1 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #2108 holding.
  • Tower Research Capital (TRC) first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q3 2025 and has held it in 2 quarters since.
  • Tower Research Capital (TRC)'s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $1.28M in Q3 2025.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.