BONDBLOXX BBG 5 YR US TREAS (XFIV) Institutional Ownership Changes & 13F Activity
BONDBLOXX BBG 5 YR US TREAS (XFIV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mattson Financial Services, Llc, Bank Of America Corp, Envestnet Asset Management Inc, Brown Financial Advisors, and Nemes Rush Group Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +71,027 | +30.7% | 302,719 | $14.74M | Q2 2026 | Sep 23, 2026 |
| Brown Financial Advisors | Sell | -61,896 | -62.2% | 37,670 | $1.83M | Q2 2026 | Aug 26, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +11,083 | +218.3% | 16,159 | $786.61K | Q2 2026 | Aug 18, 2026 |
| Centaurus Financial, Inc. | Buy | +21 | +1.0% | 2,120 | $103.00K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Sell | -76,820 | -18.2% | 344,357 | $16.76M | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Buy | +61,075 | +17.3% | 413,143 | $20.11M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -41,953 | -4.3% | 929,872 | $45.27M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +4,862 | — | 4,862 | $236.68K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +4,224 | — | 4,224 | $205.63K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +469 | — | 469 | $22.83K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +467 | +1.9% | 24,608 | $1.20M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +62 | — | 62 | $3.00K | Q2 2026 | Aug 14, 2026 |
| Purpose Unlimited Inc. | Buy | +20,065 | +245.4% | 28,243 | $1.37M | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, Llc | Sell | -2,591 | -4.6% | 53,212 | $2.59M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -1,120 | -94.0% | 71 | $3.46K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +563 | +485.3% | 679 | $33.07K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -273 | -17.8% | 1,260 | $61.34K | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, Llc | Sell | -9,612 | -12.6% | 66,879 | $3.26M | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | Buy | +1,596 | — | 1,596 | $77.69K | Q2 2026 | Aug 10, 2026 |
| Donoghue Forlines Llc | Sell | -57,900 | -10.7% | 484,673 | $23.59M | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Buy | +94 | +1.2% | 7,732 | $376.40K | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +9,810 | — | 9,810 | $477.55K | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, Llc | Buy | +4,968 | +25.8% | 24,218 | $1.18M | Q2 2026 | Aug 05, 2026 |
| Meridian Wealth Management, Llc | Buy | +3,215 | +1.6% | 199,084 | $9.69M | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Buy | +1,488 | +3.0% | 50,604 | $2.46M | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Sell | -30 | -2.5% | 1,178 | $57.34K | Q2 2026 | Aug 05, 2026 |
| Mattson Financial Services, Llc | Sell | -95,284 | -59.7% | 64,201 | $3.11M | Q2 2026 | Aug 04, 2026 |
| Elevated Capital Advisors, Llc | Sell | -535 | -48.0% | 579 | $28.21K | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management Llc | Buy | +493 | +4.4% | 11,707 | $569.90K | Q2 2026 | Jul 31, 2026 |
| Rogco, Lp | Buy | +444 | — | 444 | $21.61K | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about XFIV activity
Which institutional owners are buying XFIV?
Institutional owners buying XFIV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XFIV activity?
"Buy" means an investor increased their reported position in XFIV compared to the prior reporting period. This reflects growing exposure to BONDBLOXX BBG 5 YR US TREAS (XFIV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XFIV increasing?
Institutional interest in XFIV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.