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

AE Wealth Management LLC raised its holdings in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV) by 49.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 311,041 shares of the company’s stock after purchasing an additional 103,606 shares during the quarter. AE Wealth Management LLC owned 5.12% of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $15,406,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Belpointe Asset Management LLC lifted its holdings in shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF by 4.4% in the 2nd quarter. Belpointe Asset Management LLC now owns 6,507 shares of the company’s stock valued at $321,000 after buying an additional 276 shares during the period. Janney Montgomery Scott LLC grew its holdings in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF by 2.7% during the second quarter. Janney Montgomery Scott LLC now owns 41,586 shares of the company’s stock worth $2,052,000 after acquiring an additional 1,083 shares during the period. Wealthcare Advisory Partners LLC raised its position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF by 3.3% in the second quarter. Wealthcare Advisory Partners LLC now owns 35,256 shares of the company’s stock worth $1,740,000 after acquiring an additional 1,127 shares in the last quarter. Blume Capital Management Inc. lifted its holdings in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF by 3.3% in the second quarter. Blume Capital Management Inc. now owns 37,290 shares of the company’s stock valued at $1,840,000 after acquiring an additional 1,175 shares during the period. Finally, CWM LLC boosted its position in shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF by 14.2% during the 3rd quarter. CWM LLC now owns 11,517 shares of the company’s stock worth $570,000 after purchasing an additional 1,434 shares in the last quarter.

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

NYSEARCA:XFIV opened at $49.43 on Friday. The firm’s fifty day simple moving average is $49.57 and its 200-day simple moving average is $49.51. BondBloxx Bloomberg Five Year Target Duration US Treasury ETF has a fifty-two week low of $47.69 and a fifty-two week high of $50.00.

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF 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.