Bondbloxx-BB Rated Usd HY CBXBBETF

13F holders, Q2 2026 (June 30)
30holders +7
8new positions
2sold out
$40.99avg. 13F price*

At the end of Q2 2026, 30 institutions reported holding Bondbloxx-BB Rated Usd HY CB (XBB) in their 13F filings, up 7 from Q1 2026. 8 opened new positions and 2 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($302.2M), Potomac Fund Management Inc. ($55.0M) and Atwood & Palmer Inc. ($20.8M).

Company
Bondbloxx-BB Rated Usd HY CB
CUSIP
09789C705
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 9Q1 2024Q2 2024: 12Q2 2024Q3 2024: 9Q3 2024Q4 2024: 15Q4 2024Q1 2025: 13Q1 2025Q2 2025: 18Q2 2025Q3 2025: 22Q3 2025Q4 2025: 24Q4 2025Q1 2026: 23Q1 2026Q2 2026: 30Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions8$67.7M
Exits2$1.1M

All 13F filers, Q1 2026 → Q2 2026: 1,734,248 shares bought and 83,901 shares sold, net +1,650,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Municipal Employees' Retirement System of Michigan 3.34% No change 7,372,511 $302.2M
Potomac Fund Management Inc. 1.39% New 1,342,400 $55.0M
Atwood & Palmer Inc. 1.11% Add +1.4% 507,082 $20.8M
Lido Advisors, LLC 0.04% Add +5.1% 238,106 $9.8M
Mgo One Seven LLC 0.14% Reduce -5.3% 207,105 $8.5M
Toews Corp. 0.97% New 161,700 $6.6M
Wealth Enhancement Advisory Services, LLC 0.01% New 85,875 $3.5M
IFP Advisors, Inc 0.06% Add +10.1% 78,747 $3.2M
MML Investors Services, LLC 0.01% Add +202.0% 71,102 $2.9M
Mirae Asset Global Investments Co., Ltd. 0.00% New 42,857 $1.8M
Teucrium Investment Advisors, LLC 1.04% Reduce -11.2% 28,510 $1.2M
Cetera Investment Advisers 0.00% Add +3.8% 22,791 $934K
Envestnet Asset Management Inc. 0.00% Add +56.6% 21,148 $867K
CGN Advisors LLC 0.04% Add +6.5% 14,534 $596K
Sage Rhino Capital LLC 0.07% Reduce -81.2% 9,850 $404K
GK Wealth Management LLC 0.17% New 6,936 $284K
Compound Planning, Inc. 0.01% New 5,690 $233K
Swan Global Investments, LLC 0.01% New 5,500 $225K
Kestra Advisory Services, LLC 0.00% Reduce -3.8% 5,479 $225K
Dynamic Advisor Solutions LLC 0.01% No change 5,000 $205K
Global Retirement Partners, LLC 0.00% — 1,565 $64K
Crews Bank & Trust 0.01% No change 1,250 $51K
Archer Investment Corp 0.01% Add +11.4% 1,192 $49K
Nemes Rush Group LLC 0.00% No change 703 $29K
Royal Bank of Canada 0.00% New 391 $16K
Truvestments Capital LLC 0.00% No change 370 $15K
Osaic Holdings, Inc. 0.00% No change 331 $14K
National Bank of Canada 0.00% Reduce -25.8% 89 $4K
AE Wealth Management LLC 0.00% Reduce -39.5% 49 $2K
Morgan Stanley 0.00% No change 5 $205

"% of holder's portfolio" is XBB's weight in each manager's 13F, not the share of Bondbloxx-BB Rated Usd HY CB the manager owns.