Municipal Employees' Retirement System of Michigan XFIV — BONDBLOXX BBG 5 YR US TREAS

Ownership history in Municipal Employees' Retirement System of Michigan  ·  16 quarters on record

AI Ownership Summary

Municipal Employees' Retirement System of Michigan reported BONDBLOXX BBG 5 YR US TREAS (XFIV) in 16 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.74% in 2026 Q1. The latest visible filing shows XFIV at 0.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XFIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Municipal Employees' Retirement System of Michigan's position in BONDBLOXX BBG 5 YR US TREAS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XFIV was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Municipal Employees' Retirement System of Michigan held XFIV — position size vs. price
% of Fund (quarterly)    XFIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 1,332,525 — 0% 0.72% $65K 2026-08-10 $47.73
2026 Q1 ADDED — — — 1,332,525 +628,461 +89.3% 0.74% $66K 2026-05-11 $47.95
2025 Q4 UNCHANGED — — — 704,064 — 0% 0.39% $34.8M 2026-02-06 $48.17
2025 Q3 UNCHANGED — — — 704,064 — 0% 0.40% $34.9M 2025-11-12 $47.94
2025 Q2 UNCHANGED — — — 704,064 — 0% 0.42% $34.7M 2025-08-04 $47.19
2025 Q1 UNCHANGED — — — 704,064 — 0% 0.44% $34.6M 2025-05-07 $46.39
2024 Q4 UNCHANGED — — — 704,064 — 0% 0.47% $33.8M 2025-02-10 $44.97
2024 Q3 UNCHANGED — — — 704,064 — 0% 0.46% $35.2M 2024-11-12 $44.56
2024 Q2 UNCHANGED — — — 704,064 — 0% 0.47% $34.0M 2024-08-05 $45.67
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Municipal Employees' Retirement System of Michigan and XFIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Municipal Employees' Retirement System of Michigan reported owning XFIV?

Municipal Employees' Retirement System of Michigan reported XFIV across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported XFIV position in Municipal Employees' Retirement System of Michigan's portfolio?

The largest reported portfolio weight for XFIV was 0.74% in 2026 Q1.

What is the latest reported XFIV position on this page?

The most recent filing on this page is 2026 Q2, when Municipal Employees' Retirement System of Michigan reported 1,332,525 shares, equal to 0.72% of portfolio, with an estimated market value of $65K.

What does the chart on this XFIV ownership page compare?

The chart compares Municipal Employees' Retirement System of Michigan's quarterly XFIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Municipal Employees' Retirement System of Michigan time their XFIV position?

Based on 13F filing dates vs. subsequent XFIV price moves, Municipal Employees' Retirement System of Michigan correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on XFIV relative to SPY over the holding period was +43.3%.

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