Bondbloxx BBG 5 YR US TreasXFIVETF
13F holders, Q3 2025 (September 30)38holders +5
9new positions
4sold out
1famous investor
$49.53avg. 13F price*
At the end of Q3 2025, 38 institutions reported holding Bondbloxx BBG 5 YR US Treas (XFIV) in their 13F filings, up 5 from Q2 2025. 9 opened new positions and 4 sold out. The largest holders were Gradient Investments LLC ($56.3M), Pineridge Advisors LLC ($36.2M) and Municipal Employees' Retirement System of Michigan ($34.9M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $11.0M |
| Exits | 4 | $931K |
All 13F filers, Q2 2025 → Q3 2025: 1,285,373 shares bought and 30,933 shares sold, net +1,254,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Gradient Investments LLC | 0.94% | Add +7.1% | 1,137,389 | $56.3M |
| Pineridge Advisors LLC | 10.34% | Add +56761.6% | 730,103 | $36.2M |
| Municipal Employees' Retirement System of Michigan | 0.40% | No change | 704,064 | $34.9M |
| AE Wealth Management LLC | 0.10% | Add +50.0% | 311,041 | $15.4M |
| Nemes Rush Group LLC | 1.06% | Add +36.5% | 216,579 | $10.7M |
| Bank of America Corp. | 0.00% | Add +48.9% | 141,175 | $7.0M |
| Capital Investment Counsel, LLC | 1.03% | New | 141,017 | $7.0M |
| Mattson Financial Services, LLC | 1.48% | Add +4.5% | 125,198 | $6.2M |
| Royal Harbor Partners, LLC | 1.49% | Reduce -0.7% | 88,976 | $4.4M |
| Brown Financial Advisors | 1.39% | Add +5.2% | 76,082 | $3.8M |
| Financial Guidance Group, Inc. | 1.17% | Add +16.4% | 52,731 | $2.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +16.4% | 52,731 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.1% | 44,555 | $2.2M |
| Paladin Wealth, LLC | 1.51% | Add +13.4% | 42,151 | $2.1M |
| Blume Capital Management, Inc. | 0.36% | No change | 37,290 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +1.2% | 35,692 | $1.8M |
| GTS Securities LLC | 0.05% | New | 28,730 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 25,877 | $1.3M |
| Endurance Services Ltd | 0.20% | No change | 24,400 | $1.2M |
| Able Wealth Management LLC | 0.43% | Add +20.1% | 23,053 | $1.1M |
| Citadel Advisors | 0.00% | Add +220.3% | 15,825 | $784K |
| Kingdom Financial Group LLC. | 0.36% | New | 11,829 | $586K |
| Jane Street Group, LLC | 0.00% | Reduce -41.3% | 11,555 | $572K |
| Cwm, LLC | 0.00% | Add +14.2% | 11,517 | $570K |
| WealthPlan Investment Management, LLC | 0.03% | Add +0.8% | 9,642 | $478K |
| IHT Wealth Management, LLC | 0.01% | Add +10.0% | 7,175 | $355K |
| Commonwealth Equity Services, LLC | 0.00% | New | 6,864 | $340K |
| Belpointe Asset Management LLC | 0.01% | Add +3.0% | 6,705 | $332K |
| Silver Oak Securities, Incorporated | 0.02% | New | 4,673 | $231K |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.3% | 4,610 | $228K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,198 | $208K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,904 | $144K |
| FMR LLC | 0.00% | Add +6440.9% | 1,439 | $71K |
| Jones Financial Companies LLLP | 0.00% | New | 375 | $19K |
| Lanark Financial, Inc. | 0.00% | Add +0.9% | 218 | $11K |
| Morgan Stanley | 0.00% | Reduce -1.5% | 66 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 45 | $2K |
| Wells Fargo & Company | 0.00% | New | 5 | $248 |
"% 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.