AE Wealth Management LLC Boosts Stock Position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $XFIV

AE Wealth Management LLC lifted its stake in shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV) by 27.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 207,435 shares of the company’s stock after purchasing an additional 44,896 shares during the period. AE Wealth Management LLC owned about 6.31% of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $10,237,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of the stock. Beacon Capital Management LLC boosted its holdings in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF by 11,237.5% in the 2nd quarter. Beacon Capital Management LLC now owns 907 shares of the company’s stock worth $45,000 after buying an additional 899 shares during the last quarter. Endeavor Private Wealth Inc. increased its position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF by 149.6% during the first quarter. Endeavor Private Wealth Inc. now owns 6,449 shares of the company’s stock worth $317,000 after purchasing an additional 3,865 shares during the last quarter. Belpointe Asset Management LLC raised its stake in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF by 4.4% during the second quarter. Belpointe Asset Management LLC now owns 6,507 shares of the company’s stock worth $321,000 after purchasing an additional 276 shares during the period. CWM LLC grew its stake in shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF by 7.3% in the 1st quarter. CWM LLC now owns 8,225 shares of the company’s stock valued at $404,000 after buying an additional 559 shares during the period. Finally, WealthPlan Investment Management LLC purchased a new stake in shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in the 1st quarter valued at approximately $469,000.

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Stock Up 0.1%

XFIV stock opened at $49.63 on Monday. The firm’s 50 day moving average price is $49.68 and its 200-day moving average price is $49.22. BondBloxx Bloomberg Five Year Target Duration US Treasury ETF has a one year low of $47.43 and a one year high of $50.00.

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Company Profile

The Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is passively managed to invest in a portfolio of US Treasury securities with a target duration of five years. XFIV was launched on Sep 13, 2022 and is managed by BondBloxx.