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XFIVXFIV
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF

AE Wealth Management LLC holds 416,674 shares of XFIV (BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF), worth $20.3M as of 2026-Q2. The position was increased (+0.1% shares). XFIV represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$20.3M

Current Shares

416,674

Total Value Change

+$15.3M

Total Shares Change

+312,696

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
416,674
+0.1%
$20.3M0.1%$48.52
28
2026-Q1
Increased
416,393
+22.2%
$20.5M0.1%$48.52
41
2025-Q4
Increased
340,685
+9.5%
$16.9M0.1%$48.54
31
2025-Q3
Increased
311,041
+50.0%
$15.4M0.1%$48.01
39
2025-Q2
Increased
207,435
+27.6%
$10.2M0.1%$47.38
34
2025-Q1
Increased
162,539
+56.3%
$8M0.1%$46.57
39
2024-Q4
New
103,978
-
$5M0.0%$45.18
37

Other major holders of XFIV: WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/

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