Wells Fargo
XFIV icon

Wells Fargo’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Wells Fargo’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 		$45.3M Sell
929,872
-41,953
-4% -$2.05M 0.01% 1089
2026
Q1 		$47.8M Sell
971,825
-17,853
-2% -$883K 0.01% 994
2025
Q4 		$49M Buy
989,678
+989,673
+19,793,460% +$49.2M 0.01% 950
2025
Q3 		$248 Buy
+5
New +$247 ﹤0.01% 6334

Other funds holding XFIV

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Wells Fargo's XFIV Position: Q2 2026 in Review

Wells Fargo reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 4.3% in Q2 2026, selling an estimated $2.05M and leaving 929,872 shares worth $45.3M. The position accounts for 0.01% of the portfolio, ranked #1089.

Wells Fargo first reported a position in XFIV in Q3 2025 and has held it in 4 quarters since. The position peaked at $49M in Q4 2025. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Wells Fargo held 929,872 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $45.3M as of Q2 2026.
  • Wells Fargo sold 41,953 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.05M.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #1089 holding.
  • Wells Fargo first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Wells Fargo's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $49M in Q4 2025.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.