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WESPAC Advisors SoCal’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

WESPAC Advisors SoCal’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 		$3.68M Buy
75,634
+6,234
+9% +$304K 0.66% 43
2026
Q1 		$3.41M Buy
+69,400
New +$3.43M 0.73% 43

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

WESPAC Advisors SoCal's XFIV Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 9% in Q2 2026, buying an estimated $304K and bringing the position to 75,634 shares worth $3.68M. The position accounts for 0.66% of the portfolio, ranked #43.

WESPAC Advisors SoCal first reported a position in XFIV in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • WESPAC Advisors SoCal held 75,634 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $3.68M as of Q2 2026.
  • WESPAC Advisors SoCal bought 6,234 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $304K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up 0.66% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #43 holding.
  • WESPAC Advisors SoCal first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.