Bondbloxx BBG 5 YR US TreasXFIVETF
13F holders, Q3 2024 (September 30)19holders
3new positions
4sold out
1famous investor
$49.96avg. 13F price*
At the end of Q3 2024, 19 institutions reported holding Bondbloxx BBG 5 YR US Treas (XFIV) in their 13F filings, unchanged from Q2 2024. 3 opened new positions and 4 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($35.2M), Pineridge Advisors LLC ($34.1M) and Gradient Investments LLC ($28.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $35.4M |
| Exits | 4 | $2.3M |
All 13F filers, Q2 2024 → Q3 2024: 746,566 shares bought and 74,777 shares sold, net +671,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Municipal Employees' Retirement System of Michigan | 0.46% | No change | 704,064 | $35.2M |
| Pineridge Advisors LLC | 12.90% | New | 682,129 | $34.1M |
| Gradient Investments LLC | 0.60% | Reduce -2.7% | 574,726 | $28.7M |
| Legacy CG, LLC | 1.44% | Reduce -1.3% | 88,164 | $4.4M |
| Bank of America Corp. | 0.00% | Add +37.7% | 73,034 | $3.7M |
| Mattson Financial Services, LLC | 0.89% | Reduce -0.4% | 51,634 | $2.5M |
| Brown Financial Advisors | 0.86% | Reduce -20.3% | 41,734 | $2.1M |
| Endurance Services Ltd | 0.20% | New | 24,400 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +7.1% | 24,191 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +104.6% | 13,174 | $659K |
| Paladin Wealth, LLC | 0.53% | — | 12,201 | $610K |
| Citadel Advisors | 0.00% | Add +30.1% | 10,920 | $546K |
| Belpointe Asset Management LLC | 0.03% | Add +68.9% | 10,240 | $512K |
| Sunbelt Securities, Inc. | 0.03% | No change | 6,838 | $342K |
| Cwm, LLC | 0.00% | Add +270.3% | 5,644 | $282K |
| Osaic Holdings, Inc. | 0.00% | New | 670 | $34K |
| Harbour Investments, Inc. | 0.00% | Add +61.1% | 580 | $29K |
| Global Retirement Partners, LLC | 0.00% | No change | 45 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $60 |
"% 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.