As of the latest SEC filings, BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV) is held by 4 institutional funds. The largest fund shareholder is DF Tactical Income Fund (PWRAX), holding an estimated $24,083,828.12 in market value, representing 32.92% of its portfolio.
Funds holding BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- XFIV
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PWRAX
DF Tactical Income Fund
|
MF | Independent / Boutique | 32.92% | $24,083,828.12 | 489,907 | Mar 31, 2026 | May 28, 2026 |
|
GLACX
DF Tactical Allocation Fund
|
MF | Independent / Boutique | 10.25% | $2,589,060.56 | 52,666 | Mar 31, 2026 | May 28, 2026 |
|
-
Morningstar Income and Growth ETF Asset Allocation Portfolio
|
ETF | Independent / Boutique | 3.08% | $1,586,393.20 | 32,270 | Mar 31, 2026 | May 26, 2026 |
|
-
Morningstar Conservative ETF Asset Allocation Portfolio
|
ETF | Independent / Boutique | 4.03% | $1,232,441.20 | 25,070 | Mar 31, 2026 | May 26, 2026 |
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