XFIV · Insider trading · 13F holders · Congress trades
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV)
Who is buying and selling XFIV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 15
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 3
XFIV at a glance
- No open-market insider purchases or sales of XFIV were filed in the last 90 days.
- 15 13F filers hold XFIV among their 50 largest positions, worth $216.0M combined. The biggest bets by portfolio weight are Donoghue Forlines LLC (6.1%), Viaable, LLC (4.9%) and Capital Investment Counsel, LLC (3.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- Members of Congress have disclosed 3 XFIV trades since 2026, 3 purchases and 0 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 9, 2026.
- XFIV last closed at $47.49 on Oct 30, 2026.
XFIV insider trading
No open-market insider purchases or sales of XFIV were filed in the last 90 days.
Who owns XFIV? Hedge funds and superinvestors
15 13F filers hold XFIV among their 50 largest positions, worth $216.0M combined. The biggest bets by portfolio weight are Donoghue Forlines LLC (6.1%), Viaable, LLC (4.9%) and Capital Investment Counsel, LLC (3.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Municipal Employees' Retirement System of MichiganPension fund | 0.7% | $64.9M | 1,332,525 | +0.0% shares | Q2 2026 |
| Capital Investment Counsel, LLCWealth manager | 3.2% | $25.6M | 548,313 | +20.2% shares | Q3 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 0.5% | $25.2M | 517,038 | -19.2% shares | Q2 2026 |
| Donoghue Forlines LLCMutual fund manager | 6.1% | $23.6M | 484,673 | -10.7% shares | Q2 2026 |
| Total Investment Management IncWealth manager | 2.0% | $20.5M | 440,075 | — | Q3 2026 |
| Nemes Rush Group LLCWealth manager | 1.7% | $20.1M | 413,143 | +17.3% shares | Q2 2026 |
| Arvest Investments, Inc.Wealth manager | 1.4% | $12.0M | 257,005 | +5.8% shares | Q3 2026 |
| WESPAC Advisors SoCal, LLCWealth manager | 1.2% | $6.4M | 136,862 | +81.0% shares | Q3 2026 |
| Viaable, LLCInvestment manager | 4.9% | $5.8M | 120,329 | — | Q2 2026 |
| Financial Guidance Group, Inc.Wealth manager | 1.2% | $3.2M | 69,485 | +3.9% shares | Q3 2026 |
| Mattson Financial Services, LLCWealth manager | 0.7% | $3.1M | 64,201 | -59.7% shares | Q2 2026 |
| S&A Financial Services, Inc.Wealth manager | 1.4% | $2.2M | 46,165 | +18.0% shares | Q2 2026 |
| Brown Financial AdvisorsWealth manager | 0.6% | $1.8M | 37,670 | -62.2% shares | Q2 2026 |
| Capital Wealth Management, LLCWealth manager | 0.3% | $1.1M | 24,351 | +433.4% shares | Q3 2026 |
| Spectrum Financial Alliance Ltd LLCInvestment manager | 0.1% | $361K | 7,731 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 7, Q2 2026: 8). Screen XFIV in the grand portfolio →
XFIV stock trades by members of Congress
Members of Congress have disclosed 3 XFIV trades since 2026, 3 purchases and 0 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 9, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Oct 21, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | Sep 9, 2026 | -0.3% |
| Jun 16, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | May 27, 2026 | -2.4% |
| Jun 16, 2026 | John BoozmanR-AR · Senate | Buy | $50K–100K | May 13, 2026 | -2.4% |
Analysis mentioning XFIV
Posts from the blog that cover BondBloxx Bloomberg Five Year Target Duration US Treasury ETF, newest first.
XFIV questions and answers
Are insiders buying XFIV stock?
No open-market insider purchases or sales of XFIV were filed in the last 90 days.
Which hedge funds own XFIV?
15 13F filers hold XFIV among their 50 largest positions, worth $216.0M combined. The biggest bets by portfolio weight are Donoghue Forlines LLC (6.1%), Viaable, LLC (4.9%) and Capital Investment Counsel, LLC (3.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded XFIV?
Members of Congress have disclosed 3 XFIV trades since 2026, 3 purchases and 0 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 9, 2026.
Who is the largest holder of XFIV?
Among 13F filers, Municipal Employees' Retirement System of Michigan reports the largest XFIV position, $64.9M (1,332,525 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Donoghue Forlines LLC's: 6.1% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.