Bondbloxx BBG 5 YR US TreasXFIVETF
13F holders, Q4 2024 (December 31)21holders +2
5new positions
4sold out
$48.02avg. 13F price*
At the end of Q4 2024, 21 institutions reported holding Bondbloxx BBG 5 YR US Treas (XFIV) in their 13F filings, up 2 from Q3 2024. 5 opened new positions and 4 sold out. The largest holders were Gradient Investments LLC ($43.1M), Pineridge Advisors LLC ($36.2M) and Municipal Employees' Retirement System of Michigan ($33.8M).
- Company
- Bondbloxx BBG 5 YR US Treas
- CUSIP
- 09789C838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $11.7M |
| Exits | 4 | $5.0M |
All 13F filers, Q3 2024 → Q4 2024: 700,294 shares bought and 103,766 shares sold, net +596,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Gradient Investments LLC | 0.87% | Add +56.3% | 898,410 | $43.1M |
| Pineridge Advisors LLC | 13.69% | Add +10.8% | 755,565 | $36.2M |
| Municipal Employees' Retirement System of Michigan | 0.47% | No change | 704,064 | $33.8M |
| AE Wealth Management LLC | 0.04% | New | 103,978 | $5.0M |
| Nemes Rush Group LLC | 0.47% | New | 80,079 | $3.8M |
| Bank of America Corp. | 0.00% | Add +1.0% | 73,751 | $3.5M |
| Brown Financial Advisors | 1.30% | Add +61.9% | 67,586 | $3.2M |
| Mattson Financial Services, LLC | 0.95% | Add +15.6% | 59,684 | $3.0M |
| Blume Capital Management, Inc. | 0.40% | New | 36,865 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +14.8% | 27,772 | $1.3M |
| Paladin Wealth, LLC | 1.07% | Add +112.5% | 25,924 | $1.2M |
| Endurance Services Ltd | 0.20% | No change | 24,400 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +40.5% | 18,508 | $888K |
| Flow Traders U.S. LLC | 0.03% | New | 15,421 | $740K |
| Cwm, LLC | 0.00% | Add +35.8% | 7,666 | $368K |
| Susquehanna International Group, LLP | 0.00% | New | 7,552 | $362K |
| Sunbelt Securities, Inc. | 0.03% | No change | 6,838 | $328K |
| Belpointe Asset Management LLC | 0.02% | Reduce -38.8% | 6,265 | $311K |
| Endeavor Private Wealth, Inc. | 0.12% | — | 2,584 | $124K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.8% | 544 | $26K |
| Global Retirement Partners, LLC | 0.00% | No change | 45 | $2K |
"% 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.