Bondbloxx-BB Rated Usd HY CBXBBETF

13F holders, Q1 2026 (March 31)
23holders −1
5new positions
5sold out
$40.69avg. 13F price*

At the end of Q1 2026, 23 institutions reported holding Bondbloxx-BB Rated Usd HY CB (XBB) in their 13F filings, down 1 from Q4 2025. 5 opened new positions and 5 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($300.0M), Atwood & Palmer Inc. ($20.3M) and Lido Advisors, LLC ($9.2M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions5$2.4M
Exits5$48.8M

All 13F filers, Q4 2025 → Q1 2026: 203,825 shares bought and 1,196,281 shares sold, net −992,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

Municipal Employees' Retirement System of Michigan 3.41% No change 7,372,511 $300.0M
Atwood & Palmer Inc. 1.15% Add +2.8% 500,015 $20.3M
Lido Advisors, LLC 0.04% Add +22.8% 226,571 $9.2M
Mgo One Seven LLC 0.18% Add +2.1% 218,625 $8.9M
IFP Advisors, Inc 0.06% Add +2803.9% 71,494 $2.9M
Sage Rhino Capital LLC 0.40% Reduce -9.0% 52,462 $2.1M
Teucrium Investment Advisors, LLC 1.01% New 32,110 $1.3M
MML Investors Services, LLC 0.00% Add +134.8% 23,543 $958K
Cetera Investment Advisers 0.00% Add +1.2% 21,953 $893K
Stratos Investment Management, LLC 0.03% New 19,350 $787K
CGN Advisors LLC 0.04% Reduce -23.6% 13,649 $555K
Envestnet Asset Management Inc. 0.00% Add +8.1% 13,508 $550K
Jane Street Group, LLC 0.00% New 6,539 $266K
Kestra Advisory Services, LLC 0.00% Add +29.8% 5,696 $232K
Dynamic Advisor Solutions LLC 0.01% No change 5,000 $203K
Crews Bank & Trust 0.01% No change 1,250 $51K
Archer Investment Corp 0.01% No change 1,070 $44K
Nemes Rush Group LLC 0.00% No change 703 $29K
Truvestments Capital LLC 0.00% New 370 $15K
Osaic Holdings, Inc. 0.00% No change 331 $13K
National Bank of Canada 0.00% New 120 $5K
AE Wealth Management LLC 0.00% Reduce -43.0% 81 $3K
Morgan Stanley 0.00% Reduce -89.1% 5 $203

"% 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.