AE Wealth Management LLC Increases Stock Holdings 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 9.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 340,685 shares of the company’s stock after buying an additional 29,644 shares during the quarter. AE Wealth Management LLC owned 4.00% of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $16,857,000 as of its most recent filing with the SEC.

Several other hedge funds have also modified their holdings of the stock. Geneos Wealth Management Inc. purchased a new stake in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF during the 3rd quarter worth approximately $144,000. NewEdge Advisors LLC purchased a new stake in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF during the 2nd quarter worth approximately $207,000. Silver Oak Securities Incorporated purchased a new stake in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF during the 3rd quarter worth approximately $231,000. IHT Wealth Management LLC purchased a new stake in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF during the 2nd quarter worth approximately $322,000. Finally, CWM LLC increased its holdings in 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 during the last quarter.

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Stock Performance

XFIV stock opened at $49.34 on Friday. BondBloxx Bloomberg Five Year Target Duration US Treasury ETF has a 52-week low of $48.33 and a 52-week high of $50.19. The stock’s 50 day moving average is $49.40 and its two-hundred day moving average is $49.53.

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.