Bondbloxx BBG 5 YR US TreasXFIVETF
13F holders, Q1 2026 (March 31)45holders +5
12new positions
5sold out
1famous investor
$49.16avg. 13F price*
At the end of Q1 2026, 45 institutions reported holding Bondbloxx BBG 5 YR US Treas (XFIV) in their 13F filings, up 5 from Q4 2025. 12 opened new positions and 5 sold out. The largest holders were Gradient Investments LLC ($73.4M), Municipal Employees' Retirement System of Michigan ($65.5M) and Wells Fargo & Company ($47.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $53.7M |
| Exits | 5 | $7.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,369,885 shares bought and 365,561 shares sold, net +2,004,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Gradient Investments LLC | 1.14% | Add +18.3% | 1,493,253 | $73.4M |
| Municipal Employees' Retirement System of Michigan | 0.74% | Add +89.3% | 1,332,525 | $65.5M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 971,825 | $47.8M |
| Kestra Investment Management, LLC | 0.54% | New | 639,942 | $31.5M |
| Donoghue Forlines LLC | 7.38% | Reduce -18.3% | 542,573 | $26.7M |
| Bank of America Corp. | 0.00% | Add +26.3% | 421,177 | $20.7M |
| AE Wealth Management LLC | 0.11% | Add +22.2% | 416,393 | $20.5M |
| Capital Investment Counsel, LLC | 2.71% | Add +35.4% | 403,041 | $19.8M |
| Nemes Rush Group LLC | 1.65% | Add +24.7% | 352,068 | $17.3M |
| Envestnet Asset Management Inc. | 0.00% | New | 231,692 | $11.4M |
| Meridian Wealth Management, LLC | 0.34% | Add +4.8% | 195,869 | $9.6M |
| Mattson Financial Services, LLC | 1.87% | Add +11.2% | 159,485 | $7.8M |
| Brown Financial Advisors | 1.85% | Add +30.3% | 99,566 | $4.9M |
| Financial Guidance Group, Inc. | 1.51% | Add +2.1% | 76,491 | $3.8M |
| Aptus Capital Advisors, LLC | 0.03% | Add +2.1% | 76,491 | $3.8M |
| WESPAC Advisors SoCal, LLC | 0.73% | New | 69,400 | $3.4M |
| Alps Advisors Inc. | 0.01% | New | 57,340 | $2.8M |
| Inspire Advisors, LLC | 0.22% | New | 55,803 | $2.7M |
| Paladin Wealth, LLC | 1.79% | Add +12.6% | 52,920 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.7% | 49,116 | $2.4M |
| S&A Financial Services, Inc. | 1.32% | — | 39,139 | $1.9M |
| Blume Capital Management, Inc. | 0.30% | Reduce -3.5% | 35,515 | $1.7M |
| Cwm, LLC | 0.00% | Add +162.9% | 30,770 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -30.2% | 24,141 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -2.9% | 23,846 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 19,250 | $946K |
| Citadel Advisors | 0.00% | Reduce -25.6% | 18,331 | $901K |
| Global Assets Advisory, LLC | 0.17% | Add +2.5% | 12,088 | $594K |
| Belpointe Asset Management LLC | 0.02% | Add +9.0% | 11,214 | $551K |
| Able Wealth Management LLC | 0.14% | Reduce -54.7% | 10,695 | $526K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -3.7% | 9,123 | $448K |
| Purpose Unlimited Inc. | 0.02% | Reduce -84.8% | 8,178 | $402K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 7,994 | $393K |
| Spectrum Financial Alliance Ltd LLC | 0.07% | No change | 7,731 | $380K |
| Sigma Planning Corp | 0.01% | New | 7,638 | $375K |
| Strait & Sound Wealth Management LLC | 0.10% | New | 5,076 | $250K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,216 | $109K |
| Centaurus Financial, Inc. | 0.00% | New | 2,099 | $103K |
| UBS Group AG | 0.00% | Add +979.6% | 1,533 | $75K |
| Fifth Third Bancorp | 0.00% | New | 1,208 | $59K |
| FMR LLC | 0.00% | Reduce -21.6% | 1,191 | $59K |
| Elevated Capital Advisors, LLC | 0.01% | New | 1,114 | $55K |
| Lanark Financial, Inc. | 0.00% | Add +0.9% | 222 | $11K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.1% | 200 | $10K |
| Morgan Stanley | 0.00% | Add +75.8% | 116 | $6K |
"% 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.