BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF

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XFIV·09789C838·US·ETF·Unknown - Unknown

XFIV (BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF) is held by 19 institutional investors as of Q2 2026. Largest holders: WELLS FARGO & COMPANY/MN ($45.3M), AE Wealth Management LLC ($20.3M), BANK OF AMERICA CORP /DE/ ($16.8M). Net institutional sentiment: Mixed. In Q2 2026, 1 member of Congress and 13 funds bought XFIV.

19

Holders

(3 Elite)

$109.2M

Total Value

62% (21)

Consensus

13 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)60

Insider (Form 4)67

Activist (13D/13G)85

Congressional (STOCK Act)28

Holder Quality

62

★★★★★

Elite

80

★★★★

Strong

70

★★★

Solid

28

★★

Below

65

★

Weak

Held by 19 funds

3 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress Jun 16, 2026

CongressJohn BoozmanBuy $1,001 - $15,000May 27, 2026

CongressJohn BoozmanBuy $50,001 - $100,000May 13, 2026

View all congressional trades

Top Holders

Top Holders (19)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	Decreased	929,872(-4.3%)	$45.3M	0.0%	-0.66%	0
AE Wealth Management LLC	Increased	416,674(+0.1%)	$20.3M	0.1%	+2.24%	28
BANK OF AMERICA CORP /DE/	Decreased	344,357(-18.2%)	$16.8M	0.0%	+0.84%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	302,719(+30.7%)	$14.7M	0.0%	-0.62%	36
Aptus Capital Advisors, LLC	Decreased	66,879(-12.6%)	$3.3M	0.0%	+0.88%	0
ALPS ADVISORS INC	Increased	57,650(+0.5%)	$2.8M	0.0%	-0.62%	26
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	38,048	$1.8M	0.0%	-0.63%	36
Kestra Advisory Services, LLC	New	32,241	$1.6M	0.0%	-0.63%	35
JANE STREET GROUP, LLC	Increased	24,608(+1.9%)	$1.2M	0.0%	+0.62%	26
Bank of New York Mellon Corp	New	9,810	$477,553	0.0%	-0.63%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	8,573(+7.2%)	$417,320	0.0%	+0.23%	26
GOLDMAN SACHS GROUP INC	New	4,862	$236,682	0.0%	-0.63%	35
RAYMOND JAMES FINANCIAL INC	New	4,224	$205,625	0.0%	-0.63%	32
UBS Group AG	Decreased	1,260(-17.8%)	$61,337	0.0%	-0.62%	0
FIFTH THIRD BANCORP	Decreased	1,178(-2.5%)	$57,345	0.0%	-0.62%	0
MORGAN STANLEY	Increased	679(+485.3%)	$33,069	0.0%	-0.40%	22
Farther Finance Advisors, LLC	New	259	$12,608	0.0%	-0.63%	24
FMR LLC	Decreased	71(-94.0%)	$3,458	0.0%	+0.41%	0
ROYAL BANK OF CANADA	New	62	$3,000	0.0%	-0.63%	20
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$901,152	0.0%	+1.28%	0

Showing 1-20 of 21

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XFIVBONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer