Bondbloxx BBG 5 YR US TreasXFIVETF
13F holders, Q2 2024 (June 30)19holders +5
3new positions
0sold out
1famous investor
$48.23avg. 13F price*
At the end of Q2 2024, 19 institutions reported holding Bondbloxx BBG 5 YR US Treas (XFIV) in their 13F filings, up 5 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($34.0M), Gradient Investments LLC ($28.5M) and Legacy CG, LLC ($4.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Bondbloxx BBG 5 YR US Treas
- CUSIP
- 09789C838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $5.0M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 149,194 shares bought and 83,762 shares sold, net +65,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Municipal Employees' Retirement System of Michigan | 0.47% | No change | 704,064 | $34.0M |
| Gradient Investments LLC | 0.64% | Reduce -4.8% | 590,817 | $28.5M |
| Legacy CG, LLC | 1.47% | New | 89,347 | $4.3M |
| Bank of America Corp. | 0.00% | Add +377.5% | 53,054 | $2.6M |
| Brown Financial Advisors | 1.13% | — | 52,363 | $2.5M |
| Mattson Financial Services, LLC | 0.89% | — | 51,838 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +16.5% | 22,580 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.5% | 16,782 | $809K |
| Flow Traders U.S. LLC | 0.04% | Reduce -29.1% | 16,652 | $803K |
| Old Mission Capital LLC | 0.02% | New | 13,162 | $635K |
| Citadel Advisors | 0.00% | Reduce -50.9% | 8,395 | $405K |
| Sunbelt Securities, Inc. | 0.03% | No change | 6,838 | $330K |
| Jane Street Group, LLC | 0.00% | Reduce -84.6% | 6,440 | $311K |
| Belpointe Asset Management LLC | 0.02% | Reduce -9.9% | 6,063 | $292K |
| Cwm, LLC | 0.00% | New | 1,524 | $74K |
| Harbour Investments, Inc. | 0.00% | Reduce -51.1% | 360 | $17K |
| UBS Group AG | 0.00% | Add +29.8% | 74 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 45 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $74 |
"% 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.