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
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

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
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 $18.5B AUM 19.51% 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 $374B AUM 17.66% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Wells Fargo's XFIV Position: Q1 2026 in Review

Wells Fargo reduced its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 1.8% in Q1 2026, selling an estimated $883K and leaving 971,825 shares worth $47.8M. The position accounts for 0.01% of the portfolio, ranked #994.

Wells Fargo first reported a position in XFIV in Q3 2025 and has held it in 3 quarters since. The position peaked at $49M in Q4 2025. 45 funds tracked by Wall St. Rank hold XFIV as of Q1 2026.

  • Wells Fargo held 971,825 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $47.8M as of Q1 2026.
  • Wells Fargo sold 17,853 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $883K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #994 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 3 quarters since.
  • Wells Fargo's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $49M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.