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
$329M
visible holders
Holders
64
filers reporting
Concentration
19.92%
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 19.9% 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 2026
02
WELLS FARGO & COMPANY/MN
CIK 0000072971
$45M930K0.01%Q2 2026
03
Gradient Investments LLC
CIK 0001542265
$27M550K0.37%Q2 2026
04
Kestra Investment Management, LLC
CIK 0001962449
$25M517K0.49%Q2 2026
05
Donoghue Forlines LLC
CIK 0001702435
$24M485K6.10%Q2 2026
06
Capital Investment Counsel, LLC
CIK 0002033609
$22M456K2.75%Q2 2026
07
AE Wealth Management LLC
CIK 0001697723
$20M417K0.09%Q2 2026
08
Nemes Rush Group LLC
CIK 0001982273
$20M413K1.66%Q2 2026
09
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M344K0.00%Q2 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M303K0.00%Q2 2026
11
ARVEST INVESTMENTS, INC.
CIK 0001025038
$12M243K1.43%Q2 2026
12
Meridian Wealth Management, LLC
CIK 0001697300
$10M199K0.30%Q2 2026
13
Viaable, LLC
CIK 0001995984
$6M120K4.85%Q2 2026
14
WESPAC Advisors SoCal, LLC
CIK 0001668188
$4M76K0.66%Q2 2026
15
Financial Guidance Group, Inc.
CIK 0001929349
$3M67K1.22%Q2 2026
16
Aptus Capital Advisors, LLC
CIK 0001664193
$3M67K0.02%Q2 2026
17
Mattson Financial Services, LLC
CIK 0002034595
$3M64K0.65%Q2 2026
18
ALPS ADVISORS INC
CIK 0001376113
$3M58K0.01%Q2 2026
19
Inspire Advisors, LLC
CIK 0001810558
$3M53K0.18%Q2 2026
20
Janney Montgomery Scott LLC
CIK 0001329948
$2M49K0.01%Q1 2026
Page 1 of 4
44 more holders available. Log in →