UBS Group
XFIV icon

UBS Group’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

UBS Group’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 		$61.3K Sell
1,260
-273
-18% -$13.3K ﹤0.01% 7463
2026
Q1 		$75.4K Buy
1,533
+1,391
+980% +$68.8K ﹤0.01% 7135
2025
Q4 		$7.03K Buy
+142
New +$7.05K ﹤0.01% 8486
2024
Q3 		– Sell
-74
Closed -$3.57K – 10128
2024
Q2 		$3.57K Buy
74
+17
+30% +$814 ﹤0.01% 8196
2024
Q1 		$2.77K Buy
+57
New +$2.77K ﹤0.01% 7834
2023
Q1 		– Sell
-2
Closed -$98 – 10481
2022
Q4 		$98 Buy
+2
New +$98 ﹤0.01% 10407

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 22.96% 1-Year Est. Return

UBS Group's XFIV Position: Q2 2026 in Review

UBS Group reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 18% in Q2 2026, selling an estimated $13.3K and leaving 1,260 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7463.

UBS Group first reported a position in XFIV in Q4 2022 and has held it in 6 quarters since. The position peaked at $75.4K in Q1 2026. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • UBS Group held 1,260 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $61.3K as of Q2 2026.
  • UBS Group sold 273 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $13.3K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7463 holding.
  • UBS Group first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2022 and has held it in 6 quarters since.
  • UBS Group's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $75.4K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.