Bondbloxx BBG 6 MTH US TreasXHLFETF

13F holders, Q2 2026 (June 30)
130holders +7
20new positions
14sold out
1famous investor
$50.27avg. 13F price*

At the end of Q2 2026, 130 institutions reported holding Bondbloxx BBG 6 MTH US Treas (XHLF) in their 13F filings, up 7 from Q1 2026. 20 opened new positions and 14 sold out. The largest holders were Potomac Fund Management Inc. ($392.5M), Q3 Asset Management ($272.5M) and Carrera Capital Advisors ($150.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Bondbloxx BBG 6 MTH US Treas
CUSIP
09789C788
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 90Q1 2024Q2 2024: 101Q2 2024Q3 2024: 99Q3 2024Q4 2024: 101Q4 2024Q1 2025: 107Q1 2025Q2 2025: 138Q2 2025Q3 2025: 134Q3 2025Q4 2025: 133Q4 2025Q1 2026: 123Q1 2026Q2 2026: 130Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$330.7M
Exits14$85.5M

All 13F filers, Q1 2026 → Q2 2026: 9,637,901 shares bought and 4,338,953 shares sold, net +5,298,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 130 holders

Potomac Fund Management Inc. 9.88% Add +21.6% 7,802,882 $392.5M
Q3 Asset Management 49.92% New 5,434,650 $272.5M
Carrera Capital Advisors 22.34% Add +6.1% 2,997,085 $150.8M
Bank of Montreal 0.02% Add +29.4% 1,252,452 $63.0M
Total Investment Management Inc. 5.84% Reduce -38.1% 1,101,014 $55.4M
Tanager Wealth Management LLP 4.25% Reduce -33.6% 970,303 $48.8M
Bank of America Corp. 0.00% Reduce -6.4% 885,367 $44.5M
Royal Bank of Canada 0.01% Add +11.6% 702,433 $35.3M
Pasadena Private Wealth, LLC 3.95% New 612,547 $30.8M
Focus Partners Wealth 0.03% Add +119.1% 542,920 $27.3M
JDM Financial Group LLC 8.57% Reduce -6.3% 498,806 $25.1M
Goldman Sachs Group Inc. 0.00% Reduce -3.7% 419,644 $21.1M
Advisors Preferred, LLC 2.94% Add +35.6% 378,300 $19.0M
Ameritas Advisory Services, LLC 0.38% Add +186.0% 375,690 $18.9M
Silver Oak Securities, Incorporated 1.06% Reduce -9.8% 348,553 $17.5M
Signal Advisors Wealth, LLC 0.81% Add +42.1% 308,141 $15.5M
Evergreen Capital Management LLC 0.27% Reduce -11.2% 301,901 $15.2M
Diversify Advisory Services, LLC 0.25% New 294,518 $14.8M
Diversify Wealth Management, LLC 0.25% Add +116.8% 294,518 $14.8M
Cambient Family Office, LLC 1.30% Reduce -10.2% 209,507 $10.5M
Encompass More Asset Management 1.50% Add +11.6% 203,535 $10.2M
eCIO, Inc. 2.55% Add +30.0% 180,392 $9.1M
Fairlight Advisors 7.39% — 180,178 $9.1M
Stadion Money Management, LLC 0.76% Add +0.4% 174,729 $8.8M
Laurel Wealth Advisors LLC 0.81% Add +3.1% 166,800 $8.4M
Morgan Stanley 0.00% Reduce -35.7% 155,058 $7.8M
Cetera Investment Advisers 0.01% Reduce -0.8% 151,670 $7.6M
Strait & Sound Wealth Management LLC 2.48% Add +7.6% 140,248 $7.1M
Warren Street Wealth Advisors, LLC 1.56% Add +9.3% 136,934 $6.9M
North Forty Two & Co. 5.11% Add +19.7% 119,610 $6.0M
Bulwark Capital Corp 2.68% Reduce -8.4% 94,661 $4.8M
MML Investors Services, LLC 0.01% Reduce -10.5% 91,985 $4.6M
Aptus Capital Advisors, LLC 0.03% Reduce -8.0% 81,513 $4.1M
Oliver Luxxe Assets LLC 0.59% Reduce -3.9% 78,993 $4.0M
Guardian Wealth Advisors, LLC / NC 0.20% Reduce -9.0% 71,176 $3.6M
STAR Financial Bank 1.44% Reduce -35.8% 70,214 $3.5M
Susquehanna International Group, LLP 0.00% Add +229.7% 69,419 $3.5M
Measured Risk Portfolios, Inc. 2.88% Reduce -36.9% 64,354 $3.2M
Sigma Planning Corp 0.08% Reduce -59.3% 63,786 $3.2M
Janney Montgomery Scott LLC 0.01% Reduce -15.5% 62,893 $3.2M
S&A Financial Services, Inc. 1.92% Reduce -2.6% 62,586 $3.1M
Empowered Funds, LLC 0.02% Reduce -32.7% 59,380 $3.0M
Strong Retirement Solutions LLC 1.72% Add +3.4% 57,166 $2.9M
Envestnet Asset Management Inc. 0.00% Add +120.2% 49,771 $2.5M
Cary Street Partners Financial LLC 0.05% Reduce -6.1% 49,476 $2.5M
Blume Capital Management, Inc. 0.36% Reduce -2.6% 48,814 $2.5M
Syon Capital LLC 0.11% Reduce -17.9% 48,441 $2.4M
Focus Partners Advisor Solutions, LLC 0.02% New 47,307 $2.4M
3EDGE Asset Management, LP 0.09% Reduce -93.6% 42,035 $2.1M
Sweeney & Michel, LLC 0.49% Reduce -12.9% 37,312 $1.9M
Hobbs Group Advisors, LLC 0.48% Reduce -46.0% 36,480 $1.8M
Curry Webb Wealth Management LLC 0.72% Reduce -15.8% 34,629 $1.7M
West Michigan Advisors, LLC 0.32% New 33,836 $1.7M
Private Advisory Group LLC 0.09% New 32,832 $1.7M
Acorn Financial Advisory Services Inc. 0.17% Reduce -30.1% 25,329 $1.3M
John W. Brooker & Co., CPAs 1.50% Add +89.7% 24,762 $1.2M
Brookstone Capital Management 0.01% New 22,973 $1.2M
NewSquare Capital LLC 0.08% New 21,731 $1.1M
CogentBlue Wealth Advisors, LLC 0.61% New 21,312 $1.1M
ABLE Financial Group, LLC 0.18% Add +197.2% 21,102 $1.1M
Tailwinds Wealth, LLC 0.61% Add +70.7% 20,439 $1.0M
Cerity Partners LLC 0.00% Reduce -18.1% 20,428 $1.0M
BlackDiamond Wealth Management, LLC 0.37% Add +66.4% 18,088 $908K
Single Point Partners, LLC 0.15% Reduce -1.9% 16,835 $847K
LPL Financial LLC 0.00% Reduce -33.5% 16,810 $846K
Osaic Holdings, Inc. 0.00% Add +1.5% 16,388 $824K
Teucrium Investment Advisors, LLC 0.72% Reduce -11.2% 16,239 $814K
Global Retirement Partners, LLC 0.01% — 15,807 $795K
Able Wealth Management LLC 0.18% Reduce -29.3% 15,524 $781K
Valmark Advisers, Inc. 0.01% Add +17.4% 14,183 $713K
Stonebrook Private Inc. 0.13% Reduce -22.3% 13,944 $701K
Sugar Maple Asset Management, LLC 0.41% Add +0.1% 12,531 $630K
KFG Wealth Management, LLC 0.07% New 12,400 $624K
Harvest Investment Services, LLC 0.10% No change 12,278 $618K
Orion Porfolio Solutions, LLC 0.00% Reduce -4.5% 12,163 $612K
Belpointe Asset Management LLC 0.02% Add +5.3% 11,618 $584K
WealthPlan Investment Management, LLC 0.03% Reduce -1.8% 11,319 $569K
Harbour Investments, Inc. 0.01% Add +0.0% 11,102 $558K
Greenline Partners, LLC 0.05% New 10,439 $525K
Centaurus Financial, Inc. 0.02% New 10,332 $520K
Holcombe Financial, Inc. 0.29% Reduce -5.9% 10,165 $511K
Ellis Investment Partners, LLC 0.08% Reduce -2.5% 9,900 $498K
Dynamic Advisor Solutions LLC 0.01% No change 9,650 $485K
Financial Guidance Group, Inc. 0.18% No change 9,600 $483K
Note Advisors, LLC 0.21% Reduce -49.6% 9,416 $474K
ZEGA Investments, LLC 0.08% Reduce -33.9% 9,129 $459K
StoneX Group Inc. 0.02% Add +100.9% 9,074 $457K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -91.2% 8,366 $421K
Argus Investors' Counsel, Inc. 0.32% Reduce -0.1% 8,344 $420K
Lido Advisors, LLC 0.00% Reduce -8.4% 8,208 $413K
Genesis Wealth Advisors, LLC 0.24% New 7,838 $394K
Astoria Portfolio Advisors LLC. 0.07% Reduce -0.7% 7,698 $387K
Sowell Financial Services LLC 0.01% No change 7,299 $367K
Foundations Investment Advisors, LLC 0.00% Reduce -27.1% 7,089 $357K
Farther Finance Advisors, LLC 0.00% Add +72.0% 6,881 $346K
EP Wealth Advisors, LLC 0.00% New 6,574 $331K
Oregon Pacific Wealth Management, LLC 0.30% Add +1.6% 6,454 $325K
Laurel Oak Wealth Management, LLC 0.05% Add +54.9% 6,399 $322K
Vermillion & White Wealth Management Group, LLC 0.16% Add +1.5% 6,214 $313K
CFS Investment Advisory Services, LLC 0.02% Reduce -24.4% 6,155 $309K

"% of holder's portfolio" is XHLF's weight in each manager's 13F, not the share of Bondbloxx BBG 6 MTH US Treas the manager owns.

Show all 130 holders