13F Insight
DOSSIER · 13F Holders · Q1 2026
XFIV

BONDBLX 5Y TGT TRSY ETF

64 institutions still hold BONDBLX 5Y TGT TRSY ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C838·64 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$352M
visible holders
Holders
64
filers reporting
Concentration
18.62%
Municipal Employees' Retirement System of Michigan #1
top holder share
AI Holders Summary · Q1 2026

64 institutions reported XFIV in Q1 2026. Municipal Employees' Retirement System of Michigan leads at 18.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Municipal Employees' Retirement System of Michigan
CIK 0001588873
$66M1.3M0.74%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$45M930K0.01%Q2 202603
Capital Investment Counsel, LLC
CIK 0002033609
$26M548K3.18%Q3 202604
Kestra Investment Management, LLC
CIK 0001962449
$25M517K0.49%Q2 202605
Donoghue Forlines LLC
CIK 0001702435
$24M485K6.10%Q2 202606
Gradient Investments LLC
CIK 0001542265
$23M483K0.32%Q3 202607
TOTAL INVESTMENT MANAGEMENT INC
CIK 0001068804
$21M440K2.00%Q3 202608
AE Wealth Management LLC
CIK 0001697723
$20M417K0.09%Q2 202609
Nemes Rush Group LLC
CIK 0001982273
$20M413K1.66%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M344K0.00%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M303K0.00%Q2 202612
ARVEST INVESTMENTS, INC.
CIK 0001025038
$12M257K1.44%Q3 202613
Meridian Wealth Management, LLC
CIK 0001697300
$10M199K0.30%Q2 202614
WESPAC Advisors SoCal, LLC
CIK 0001668188
$6M137K1.15%Q3 202615
Viaable, LLC
CIK 0001995984
$6M120K4.85%Q2 202616
ATWOOD & PALMER INC
CIK 0001044929
$5M114K0.27%Q3 202617
Aptus Capital Advisors, LLC
CIK 0001664193
$3M67K0.02%Q2 202618
Financial Guidance Group, Inc.
CIK 0001929349
$3M69K1.16%Q3 202619
Mattson Financial Services, LLC
CIK 0002034595
$3M64K0.65%Q2 202620
ALPS ADVISORS INC
CIK 0001376113
$3M58K0.01%Q2 2026
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