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XFIVXFIV
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in BONDBLOXX ETF TRUST

AE Wealth Management LLC holds 416,674 shares of XFIV (BONDBLOXX ETF TRUST), 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%$48.17
28
2026-Q1
Increased
416,393
+22.2%
$20.5M0.1%$48.17
41
2025-Q4
Increased
340,685
+9.5%
$16.9M0.1%$48.19
31
2025-Q3
Increased
311,041
+50.0%
$15.4M0.1%$47.66
39
2025-Q2
Increased
207,435
+27.6%
$10.2M0.1%$47.04
34
2025-Q1
Increased
162,539
+56.3%
$8M0.1%$46.24
39
2024-Q4
New
103,978
-
$5M0.0%$44.86
37

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

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