Bondbloxx BBG 5 YR US TreasXFIVETF
13F holders, Q4 2025 (December 31)40holders +2
9new positions
8sold out
1famous investor
$49.48avg. 13F price*
At the end of Q4 2025, 40 institutions reported holding Bondbloxx BBG 5 YR US Treas (XFIV) in their 13F filings, up 2 from Q3 2025. 9 opened new positions and 8 sold out. The largest holders were Gradient Investments LLC ($62.5M), Wells Fargo & Company ($49.0M) and Municipal Employees' Retirement System of Michigan ($34.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $45.3M |
| Exits | 8 | $5.1M |
All 13F filers, Q3 2025 → Q4 2025: 2,588,381 shares bought and 114,729 shares sold, net +2,473,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Gradient Investments LLC | 0.99% | Add +11.0% | 1,262,202 | $62.5M |
| Wells Fargo & Company | 0.01% | Add +19793460.0% | 989,678 | $49.0M |
| Municipal Employees' Retirement System of Michigan | 0.39% | No change | 704,064 | $34.8M |
| Donoghue Forlines LLC | 10.16% | New | 663,905 | $32.8M |
| AE Wealth Management LLC | 0.10% | Add +9.5% | 340,685 | $16.9M |
| Bank of America Corp. | 0.00% | Add +136.2% | 333,381 | $16.5M |
| Capital Investment Counsel, LLC | 2.05% | Add +111.1% | 297,741 | $14.7M |
| Nemes Rush Group LLC | 1.32% | Add +30.4% | 282,328 | $14.0M |
| Meridian Wealth Management, LLC | 0.33% | New | 186,893 | $9.2M |
| Mattson Financial Services, LLC | 1.66% | Add +14.6% | 143,475 | $7.1M |
| Royal Harbor Partners, LLC | 1.49% | Add +2.3% | 91,047 | $4.5M |
| Brown Financial Advisors | 1.38% | Add +0.5% | 76,432 | $3.8M |
| Financial Guidance Group, Inc. | 1.52% | Add +42.0% | 74,892 | $3.7M |
| Aptus Capital Advisors, LLC | 0.03% | Add +42.0% | 74,892 | $3.7M |
| Purpose Unlimited Inc. | 0.12% | — | 53,642 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +13.3% | 50,501 | $2.5M |
| Paladin Wealth, LLC | 1.59% | Add +11.5% | 46,990 | $2.3M |
| Mach-1 Financial Group, LLC | 0.40% | New | 39,350 | $1.9M |
| Blume Capital Management, Inc. | 0.33% | Reduce -1.3% | 36,790 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +199.3% | 34,581 | $1.7M |
| Citadel Advisors | 0.00% | Add +55.6% | 24,622 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -31.2% | 24,556 | $1.2M |
| Able Wealth Management LLC | 0.37% | Add +2.3% | 23,592 | $1.2M |
| Safe Harbor Wealth Advisors, LLC | 1.09% | — | 22,719 | $1.1M |
| Global Assets Advisory, LLC | 0.17% | New | 11,787 | $583K |
| Cwm, LLC | 0.00% | Add +1.6% | 11,705 | $579K |
| Belpointe Asset Management LLC | 0.02% | Add +53.4% | 10,288 | $509K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -1.8% | 9,472 | $469K |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.5% | 7,926 | $392K |
| Spectrum Financial Alliance Ltd LLC | 0.08% | New | 7,731 | $383K |
| IHT Wealth Management, LLC | 0.01% | No change | 7,175 | $355K |
| Kovack Advisors, Inc. | 0.01% | New | 4,900 | $242K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.1% | 4,679 | $232K |
| FMR LLC | 0.00% | Add +5.6% | 1,519 | $75K |
| Comerica Bank | 0.00% | New | 1,223 | $61K |
| Global Retirement Partners, LLC | 0.00% | Add +593.3% | 312 | $15K |
| Osaic Holdings, Inc. | 0.00% | New | 286 | $14K |
| Lanark Financial, Inc. | 0.00% | Add +0.9% | 220 | $11K |
| UBS Group AG | 0.00% | New | 142 | $7K |
| Morgan Stanley | 0.00% | No change | 66 | $3K |
"% 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.