Bondbloxx BBG 5 YR US TreasXFIVETF
13F holders, Q2 2026 (June 30)60holders +15
17new positions
3sold out
$48.67avg. 13F price*
At the end of Q2 2026, 60 institutions reported holding Bondbloxx BBG 5 YR US Treas (XFIV) in their 13F filings, up 15 from Q1 2026. 17 opened new positions and 3 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($64.9M), Wells Fargo & Company ($45.3M) and Gradient Investments LLC ($26.8M).
- Company
- Bondbloxx BBG 5 YR US Treas
- CUSIP
- 09789C838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $17.6M |
| Exits | 3 | $1.0M |
All 13F filers, Q1 2026 → Q2 2026: 603,126 shares bought and 1,483,320 shares sold, net −880,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Municipal Employees' Retirement System of Michigan | 0.72% | No change | 1,332,525 | $64.9M |
| Wells Fargo & Company | 0.01% | Reduce -4.3% | 929,872 | $45.3M |
| Gradient Investments LLC | 0.37% | Reduce -63.2% | 549,620 | $26.8M |
| Kestra Investment Management, LLC | 0.49% | Reduce -19.2% | 517,038 | $25.2M |
| Donoghue Forlines LLC | 6.10% | Reduce -10.7% | 484,673 | $23.6M |
| Capital Investment Counsel, LLC | 2.75% | Add +13.2% | 456,134 | $22.2M |
| AE Wealth Management LLC | 0.09% | Add +0.1% | 416,674 | $20.3M |
| Nemes Rush Group LLC | 1.66% | Add +17.4% | 413,143 | $20.1M |
| Bank of America Corp. | 0.00% | Reduce -18.2% | 344,357 | $16.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.7% | 302,719 | $14.7M |
| Arvest Investments, Inc. | 1.43% | New | 242,898 | $11.8M |
| Meridian Wealth Management, LLC | 0.30% | Add +1.6% | 199,084 | $9.7M |
| Viaable, LLC | 4.85% | — | 120,329 | $5.8M |
| WESPAC Advisors SoCal, LLC | 0.66% | Add +9.0% | 75,634 | $3.7M |
| Financial Guidance Group, Inc. | 1.22% | Reduce -12.6% | 66,879 | $3.3M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -12.6% | 66,879 | $3.3M |
| Mattson Financial Services, LLC | 0.65% | Reduce -59.7% | 64,201 | $3.1M |
| Alps Advisors Inc. | 0.01% | Add +0.5% | 57,650 | $2.8M |
| Inspire Advisors, LLC | 0.18% | Reduce -4.6% | 53,212 | $2.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.0% | 50,604 | $2.5M |
| S&A Financial Services, Inc. | 1.37% | Add +17.9% | 46,165 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 38,048 | $1.8M |
| Brown Financial Advisors | 0.64% | Reduce -62.2% | 37,670 | $1.8M |
| Blume Capital Management, Inc. | 0.25% | Reduce -1.8% | 34,890 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | New | 32,241 | $1.6M |
| Purpose Unlimited Inc. | 0.05% | Add +245.3% | 28,243 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +1.9% | 24,608 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +25.8% | 24,218 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -3.4% | 23,026 | $1.1M |
| Paladin Wealth, LLC | 0.62% | Reduce -58.3% | 22,055 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.28% | Add +218.3% | 16,159 | $787K |
| Global Assets Advisory, LLC | 0.13% | Add +0.4% | 12,136 | $588K |
| Atria Investments, Inc | 0.01% | New | 11,953 | $582K |
| Belpointe Asset Management LLC | 0.02% | Add +4.4% | 11,707 | $570K |
| Bank of New York Mellon Corp | 0.00% | New | 9,810 | $478K |
| WealthPlan Investment Management, LLC | 0.02% | Add +0.5% | 9,171 | $446K |
| Kovack Advisors, Inc. | 0.02% | New | 8,950 | $436K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.2% | 8,573 | $417K |
| Sigma Planning Corp | 0.01% | Add +1.2% | 7,732 | $376K |
| Spectrum Financial Alliance Ltd LLC | 0.06% | No change | 7,731 | $376K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,862 | $237K |
| Able Wealth Management LLC | 0.05% | Reduce -56.8% | 4,625 | $225K |
| Capital Wealth Management, LLC | 0.05% | New | 4,565 | $222K |
| Raymond James Financial Inc. | 0.00% | New | 4,224 | $206K |
| Centaurus Financial, Inc. | 0.00% | Add +1.0% | 2,120 | $103K |
| Global Retirement Partners, LLC | 0.00% | — | 1,675 | $82K |
| Arax Advisory Partners | 0.00% | New | 1,596 | $78K |
| UBS Group AG | 0.00% | Reduce -17.8% | 1,260 | $61K |
| Fifth Third Bancorp | 0.00% | Reduce -2.5% | 1,178 | $57K |
| Morgan Stanley | 0.00% | Add +485.3% | 679 | $33K |
| Elevated Capital Advisors, LLC | 0.01% | Reduce -48.0% | 579 | $28K |
| Fiduciary Financial Advisors | 0.00% | New | 469 | $23K |
| Rogco, LP | 0.01% | New | 444 | $22K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 387 | $19K |
| Compass Financial Management LLC | 0.00% | — | 308 | $15K |
| Farther Finance Advisors, LLC | 0.00% | New | 259 | $13K |
| Lanark Financial, Inc. | 0.00% | Reduce -13.5% | 192 | $9K |
| CoreCap Advisors, LLC | 0.00% | New | 180 | $9K |
| FMR LLC | 0.00% | Reduce -94.0% | 71 | $3K |
| Royal Bank of Canada | 0.00% | New | 62 | $3K |
"% of holder's portfolio" is XFIV's weight in each manager's 13F, not the share of Bondbloxx BBG 5 YR US Treas the manager owns.