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

BONDBLX 5Y TGT TRSY ETF

54 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 09789C838·54 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$343M
visible holders
Holders
54
filers reporting
Concentration
19.09%
Municipal Employees' Retirement System of Michigan #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported XFIV in Q1 2026. Municipal Employees' Retirement System of Michigan leads at 19.1% 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
$48M972K0.01%Q1 202603
Kestra Investment Management, LLC
CIK 0001962449
$31M640K0.54%Q1 202604
Gradient Investments LLC
CIK 0001542265
$27M550K0.37%Q2 202605
Donoghue Forlines LLC
CIK 0001702435
$27M543K7.38%Q1 202606
Capital Investment Counsel, LLC
CIK 0002033609
$22M456K2.75%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M421K0.00%Q1 202608
AE Wealth Management LLC
CIK 0001697723
$20M416K0.11%Q1 202609
Nemes Rush Group LLC
CIK 0001982273
$17M352K1.64%Q1 202610
ARVEST INVESTMENTS, INC.
CIK 0001025038
$12M243K1.43%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M232K0.00%Q1 202612
Meridian Wealth Management, LLC
CIK 0001697300
$10M196K0.34%Q1 202613
Mattson Financial Services, LLC
CIK 0002034595
$8M159K1.87%Q1 202614
Brown Financial Advisors
CIK 0002035548
$5M100K1.85%Q1 202615
Aptus Capital Advisors, LLC
CIK 0001664193
$4M76K0.03%Q1 202616
WESPAC Advisors SoCal, LLC
CIK 0001668188
$4M76K0.66%Q2 202617
Financial Guidance Group, Inc.
CIK 0001929349
$3M67K1.22%Q2 202618
ALPS ADVISORS INC
CIK 0001376113
$3M57K0.01%Q1 202619
Inspire Advisors, LLC
CIK 0001810558
$3M56K0.22%Q1 202620
Janney Montgomery Scott LLC
CIK 0001329948
$2M49K0.01%Q1 2026
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