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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
Q2 		– Sell
-2,216
Closed -$109K – 5705
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

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 22.9% 1-Year Est. Return

Tower Research Capital (TRC)'s XFIV Position: Q2 2026 in Review

Tower Research Capital (TRC) sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q2 2026, closing a stake of 2,216 shares — an estimated $109K sold.

Tower Research Capital (TRC) first reported a position in XFIV in Q3 2025 and held it in 2 quarters. The position peaked at $1.28M in Q3 2025. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Tower Research Capital (TRC) reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 2,216 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $109K.
  • Tower Research Capital (TRC) first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Tower Research Capital (TRC)'s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $1.28M in Q3 2025.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.