Bondbloxx BBG 5 YR US TreasXFIVETF
13F holders, Q1 2025 (March 31)29holders +8
8new positions
0sold out
1famous investor
$49.08avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding Bondbloxx BBG 5 YR US Treas (XFIV) in their 13F filings, up 8 from Q4 2024. 8 opened new positions and 0 sold out. The largest holders were Gradient Investments LLC ($49.3M), Municipal Employees' Retirement System of Michigan ($34.6M) and AE Wealth Management LLC ($8.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.0M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 366,043 shares bought and 764,517 shares sold, net −398,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Gradient Investments LLC | 0.99% | Add +11.7% | 1,003,802 | $49.3M |
| Municipal Employees' Retirement System of Michigan | 0.44% | No change | 704,064 | $34.6M |
| AE Wealth Management LLC | 0.07% | Add +56.3% | 162,539 | $8.0M |
| Mattson Financial Services, LLC | 1.68% | Add +90.9% | 113,940 | $5.6M |
| Nemes Rush Group LLC | 0.70% | Add +39.9% | 112,021 | $5.5M |
| Bank of America Corp. | 0.00% | Add +8.4% | 79,968 | $3.9M |
| Brown Financial Advisors | 1.50% | Add +9.3% | 73,893 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | New | 40,503 | $2.0M |
| Blume Capital Management, Inc. | 0.40% | Reduce -2.0% | 36,115 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +22.9% | 34,129 | $1.7M |
| Paladin Wealth, LLC | 1.43% | Add +25.4% | 32,521 | $1.6M |
| Endurance Services Ltd | 0.22% | No change | 24,400 | $1.2M |
| Mach-1 Financial Group, LLC | 0.33% | New | 22,265 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | Add +27.4% | 19,649 | $964K |
| Tounjian Advisory Partners, LLC | 0.10% | — | 11,376 | $558K |
| WealthPlan Investment Management, LLC | 0.05% | New | 9,555 | $469K |
| Cwm, LLC | 0.00% | Add +7.3% | 8,225 | $404K |
| Jane Street Group, LLC | 0.00% | Reduce -62.7% | 6,897 | $339K |
| Sunbelt Securities, Inc. | 0.03% | No change | 6,838 | $336K |
| Pineridge Advisors LLC | 0.13% | Reduce -99.1% | 6,656 | $327K |
| Endeavor Private Wealth, Inc. | 0.17% | Add +149.6% | 6,449 | $317K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.5% | 6,231 | $306K |
| Citadel Advisors | 0.00% | New | 4,911 | $241K |
| Lloyd Advisory Services, LLC. | 0.11% | New | 4,508 | $221K |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.5% | 4,339 | $213K |
| Osaic Holdings, Inc. | 0.00% | No change | 544 | $27K |
| Capital A Wealth Management, LLC | 0.00% | New | 11 | $540 |
| Beacon Capital Management, LLC | 0.00% | New | 8 | $393 |
| Morgan Stanley | 0.00% | New | 1 | $75 |
"% 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.