Bondbloxx BBG 5 YR US TreasXFIVETF
13F holders, Q2 2025 (June 30)33holders +4
9new positions
6sold out
1famous investor
$49.35avg. 13F price*
At the end of Q2 2025, 33 institutions reported holding Bondbloxx BBG 5 YR US Treas (XFIV) in their 13F filings, up 4 from Q1 2025. 9 opened new positions and 6 sold out. The largest holders were Gradient Investments LLC ($52.4M), Municipal Employees' Retirement System of Michigan ($34.7M) and AE Wealth Management LLC ($10.2M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $10.4M |
| Exits | 6 | $2.6M |
All 13F filers, Q1 2025 → Q2 2025: 408,304 shares bought and 60,668 shares sold, net +347,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Gradient Investments LLC | 0.96% | Add +5.8% | 1,061,858 | $52.4M |
| Municipal Employees' Retirement System of Michigan | 0.42% | No change | 704,064 | $34.7M |
| AE Wealth Management LLC | 0.07% | Add +27.6% | 207,435 | $10.2M |
| Nemes Rush Group LLC | 0.85% | Add +41.7% | 158,726 | $7.8M |
| Mattson Financial Services, LLC | 1.59% | Add +5.1% | 119,781 | $5.9M |
| Bank of America Corp. | 0.00% | Add +18.6% | 94,827 | $4.7M |
| Royal Harbor Partners, LLC | 1.62% | New | 89,577 | $4.4M |
| Brown Financial Advisors | 1.39% | Reduce -2.1% | 72,359 | $3.6M |
| Financial Guidance Group, Inc. | 1.09% | New | 45,294 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | New | 45,294 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.7% | 41,586 | $2.1M |
| Blume Capital Management, Inc. | 0.37% | Add +3.3% | 37,290 | $1.8M |
| Paladin Wealth, LLC | 1.43% | Add +14.2% | 37,153 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +3.3% | 35,256 | $1.7M |
| Endurance Services Ltd | 0.21% | No change | 24,400 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +185.2% | 19,669 | $971K |
| Able Wealth Management LLC | 0.48% | New | 19,191 | $947K |
| Tounjian Advisory Partners, LLC | 0.10% | Reduce -3.0% | 11,040 | $542K |
| Cwm, LLC | 0.00% | Add +22.6% | 10,083 | $498K |
| WealthPlan Investment Management, LLC | 0.03% | Add +0.1% | 9,564 | $472K |
| Susquehanna International Group, LLP | 0.00% | Add +77.8% | 7,715 | $381K |
| Sunbelt Securities, Inc. | 0.03% | No change | 6,838 | $328K |
| IHT Wealth Management, LLC | 0.01% | New | 6,525 | $322K |
| Belpointe Asset Management LLC | 0.01% | Add +4.4% | 6,507 | $321K |
| Citadel Advisors | 0.00% | Add +0.6% | 4,941 | $244K |
| NewEdge Advisors, LLC | 0.00% | New | 4,198 | $207K |
| Pineridge Advisors LLC | 0.02% | Reduce -80.7% | 1,284 | $63K |
| Beacon Capital Management, LLC | 0.01% | Add +11237.5% | 907 | $45K |
| Allworth Financial LP | 0.00% | New | 327 | $16K |
| Lanark Financial, Inc. | 0.00% | New | 216 | $10K |
| Morgan Stanley | 0.00% | Add +6600.0% | 67 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 45 | $2K |
| FMR LLC | 0.00% | New | 22 | $1K |
"% 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.