BBLX BBB 1-5Y Corp. Bond ETFBBBSETF

13F holders, Q2 2024 (June 30)
7holders +2
2new positions
2sold out
$50.25avg. 13F price*

At the end of Q2 2024, 7 institutions reported holding BBLX BBB 1-5Y Corp. Bond ETF (BBBS) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 2 sold out. The largest holders were Gradient Investments LLC ($42.1M), Brown Financial Advisors ($3.7M) and Mattson Financial Services, LLC ($3.7M).

Company
BBLX BBB 1-5Y Corp. Bond ETF
Filed as
BONDBLOXX ETF TRUST (Q2 2024)
CUSIP
09789C754
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 5Q1 2024Q2 2024: 7Q2 2024Q3 2024: 12Q3 2024Q4 2024: 15Q4 2024Q1 2025: 15Q1 2025Q2 2025: 24Q2 2025Q3 2025: 26Q3 2025Q4 2025: 34Q4 2025Q1 2026: 31Q1 2026Q2 2026: 30Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions2$42.1M
Exits2$1.8M

All 13F filers, Q1 2024 → Q2 2024: 842,575 shares bought and 36,762 shares sold, net +805,813 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Gradient Investments LLC 0.94% New 836,816 $42.1M
Brown Financial Advisors 1.67% — 74,479 $3.7M
Mattson Financial Services, LLC 1.31% — 73,211 $3.7M
Farther Finance Advisors, LLC 0.01% Add +425.7% 6,119 $306K
Harbour Investments, Inc. 0.00% New 501 $25K
Global Retirement Partners, LLC 0.00% Add +31.6% 258 $13K
UBS Group AG 0.00% Add +8033.3% 244 $12K

"% of holder's portfolio" is BBBS's weight in each manager's 13F, not the share of BBLX BBB 1-5Y Corp. Bond ETF the manager owns.