Bondbloxx-BB Rated Usd HY CBXBBETF

13F holders, Q2 2025 (June 30)
18holders +5
5new positions
1sold out
$41.18avg. 13F price*

At the end of Q2 2025, 18 institutions reported holding Bondbloxx-BB Rated Usd HY CB (XBB) in their 13F filings, up 5 from Q1 2025. 5 opened new positions and 1 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($256.5M), Atwood & Palmer Inc. ($19.1M) and Mgo One Seven LLC ($8.2M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$21.3M
Exits1$904K

All 13F filers, Q1 2025 → Q2 2025: 633,424 shares bought and 43,246 shares sold, net +590,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Municipal Employees' Retirement System of Michigan 3.09% No change 6,227,640 $256.5M
Atwood & Palmer Inc. 1.19% New 463,770 $19.1M
Mgo One Seven LLC 0.26% Add +7.9% 199,365 $8.2M
Lido Advisors, LLC 0.04% Add +114.4% 182,574 $7.5M
Stadion Money Management, LLC 0.36% Reduce -7.8% 108,304 $4.4M
Cetera Investment Advisers 0.01% Add +4.8% 83,406 $3.4M
Sage Rhino Capital LLC 0.49% Add +1.2% 55,794 $2.3M
Fullcircle Wealth LLC 0.67% New 43,994 $1.8M
Jane Street Group, LLC 0.00% Reduce -37.5% 19,592 $807K
CGN Advisors LLC 0.07% Add +2.6% 18,544 $764K
Dynamic Advisor Solutions LLC 0.01% New 5,000 $206K
Game Plan Financial Advisors, LLC 0.05% New 2,500 $103K
IFP Advisors, Inc 0.00% No change 2,462 $101K
Crews Bank & Trust 0.01% New 1,250 $51K
Global Retirement Partners, LLC 0.00% — 1,122 $46K
Archer Investment Corp 0.01% No change 1,021 $42K
AE Wealth Management LLC 0.00% No change 142 $6K
Morgan Stanley 0.00% No change 6 $264

"% 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.