BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
Limited financial coverage for XFIV.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
Price Chart
About the company
Under typical conditions, this fund allocates at least 80% of its net holdings (including any funds borrowed for investment purposes) to a selection of United States Treasury instruments. These investments, whether acquired directly or through indirect means such as derivatives, are designed to maintain a collective average interest rate sensitivity (duration) of roughly five years. Notably, the fund employs a non-diversified investment strategy.
- IPO
- 2022
- HQ
- New York, NY, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $335.69M
- Div Yield
- 4.06%
- 52W High
- $50.19
- 52W Low
- $46.44
- 50D MA
- $47.58
- 200D MA
- $48.67
- Beta
- 0.80
- RSI (14)
- 35
- Avg Volume
- 89.78K
No earnings-call transcripts are available for XFIV yet.
- Free Float
- 100.0%
- Shares Outstanding
- 7.19M
- Float Shares
- 7.19M
of shares held by institutions
45 13F filers
Congressional trading
Senate and House stock disclosures for XFIV, newest first.
Source: public STOCK Act disclosures. Filed weeks after the trade — a lagging signal, not a real-time one.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Municipal Employees' Retirement System Of Michigan | 1.33M | 0 |
| Wells Fargo & Company/Mn | 929.87K | ▼ 41.95K |
| Pineridge Advisors LLC | 730.10K | ▲ 728.82K |
| Kestra Investment Management, LLC | 517.04K | ▼ 122.90K |
| Donoghue Forlines LLC | 484.67K | ▼ 57.90K |
| Capital Investment Counsel, LLC | 456.13K | ▲ 53.09K |
| Ae Wealth Management LLC | 416.67K | ▲ 281 |
| Nemes Rush Group LLC | 413.14K | ▲ 61.08K |
| Bank Of America Corp | 344.36K | ▼ 76.82K |
| Envestnet Asset Management Inc | 302.72K | ▲ 71.03K |
| Arvest Investments, Inc. | 242.90K | ▲ 242.90K |
| Meridian Wealth Management, LLC | 199.08K | ▲ 3.21K |
Held by 3 ETFs
Biggest fund positions in XFIV by dollar value.
Our XFIV coverage
Recent articles, reports, and earnings notes.
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Generate XFIV report →BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $XFIV Shares Purchased by Gradient Investments LLC
defenseworld.net · Mar 23
AE Wealth Management LLC Boosts Stock Holdings in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $XFIV
defenseworld.net · Jan 30
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