Bondbloxx BBG 6 MTH US TreasXHLFETF
13F holders, Q1 2024 (March 31)90holders
1famous investor
$50.31avg. 13F price*
At the end of Q1 2024, 90 institutions reported holding Bondbloxx BBG 6 MTH US Treas (XHLF) in their 13F filings. The largest holders were 3EDGE Asset Management, LP ($212.7M), Cetera Investment Advisers ($124.6M) and a16z Perennial Management, L.P. ($92.8M). 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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $155.5M |
| Exits | 10 | $94.1M |
Ownership 90 holders
| 3EDGE Asset Management, LP | 16.57% | Add +8.6% | 4,227,150 | $212.7M |
| Cetera Investment Advisers | 0.29% | New | 2,476,554 | $124.6M |
| a16z Perennial Management, L.P. | 8.67% | Reduce -14.1% | 1,843,847 | $92.8M |
| Pineridge Advisors LLC | 27.58% | Add +4.7% | 1,558,777 | $78.4M |
| Tanager Wealth Management LLP | 9.86% | Reduce -31.1% | 1,213,585 | $61.1M |
| Townsquare Capital LLC | 0.52% | Reduce -3.9% | 708,569 | $35.6M |
| Aptus Capital Advisors, LLC | 0.74% | Reduce -5.4% | 681,883 | $34.3M |
| Guardian Wealth Advisors, LLC / NC | 4.13% | Reduce -6.7% | 670,690 | $33.7M |
| Thrivent Financial for Lutherans | 0.05% | Add +60.3% | 536,734 | $27.0M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +20.0% | 496,446 | $25.0M |
| Orion Portfolio Solutions, LLC | 0.27% | Add +20.0% | 496,446 | $25.0M |
| Municipal Employees' Retirement System of Michigan | 0.28% | Reduce -74.4% | 438,334 | $22.1M |
| Cwm, LLC | 0.10% | Add +12.1% | 409,875 | $20.6M |
| Strait & Sound Wealth Management LLC | 10.15% | Add +4.2% | 362,152 | $18.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +28.5% | 277,047 | $13.9M |
| WealthPlan Investment Management, LLC | 1.72% | New | 223,693 | $11.3M |
| Bank of Montreal | 0.00% | Add +760.1% | 212,910 | $10.7M |
| Blume Capital Management, Inc. | 2.60% | Add +76.8% | 211,796 | $10.7M |
| Avantax Advisory Services, Inc. | 0.09% | Add +51.7% | 196,329 | $9.9M |
| Relative Value Partners Group, LLC | 0.50% | Reduce -0.1% | 158,556 | $8.0M |
| Portside Wealth Group, LLC | 1.39% | Reduce -26.8% | 149,565 | $7.5M |
| Jane Street Group, LLC | 0.01% | Add +412.1% | 137,304 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +34.8% | 133,750 | $6.7M |
| WealthPLAN Partners, LLC | 0.69% | Add +1359.0% | 133,304 | $6.7M |
| Stadion Money Management, LLC | 0.34% | Add +2.7% | 104,082 | $5.2M |
| Prosperity Consulting Group, LLC | 0.64% | New | 102,015 | $5.1M |
| Pasadena Private Wealth, LLC | 1.14% | New | 98,527 | $5.0M |
| Alliance Wealth Advisors, LLC | 1.42% | Add +57.6% | 94,614 | $4.8M |
| Bank of America Corp. | 0.00% | Add +135.2% | 91,534 | $4.6M |
| Sigma Planning Corp | 0.14% | Add +62.9% | 88,727 | $4.5M |
| Encompass More Asset Management | 3.65% | New | 87,501 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.6% | 70,843 | $3.6M |
| Knowledge Leaders Capital, LLC | 5.75% | Add +30.8% | 65,172 | $3.3M |
| Arete Wealth Advisors, LLC | 0.28% | Add +48.7% | 59,215 | $3.0M |
| Strategic Blueprint, LLC | 0.21% | Add +1.6% | 57,842 | $2.9M |
| Middleton & Co. Inc. | 0.33% | Add +1302.2% | 56,088 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +129.4% | 52,899 | $2.7M |
| Wallace Advisory Group, LLC | 1.85% | Reduce -65.3% | 49,126 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +60.4% | 46,154 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +519.3% | 46,017 | $2.3M |
| Baker Tilly Wealth Management, LLC | 0.42% | Add +24.9% | 45,781 | $2.3M |
| WESPAC Advisors SoCal, LLC | 0.55% | Add +0.8% | 41,409 | $2.1M |
| BlackDiamond Wealth Management, LLC | 1.46% | Reduce -3.8% | 40,621 | $2.0M |
| Exchange Capital Management, Inc. | 0.32% | Add +24.4% | 39,500 | $2.0M |
| Shore Point Advisors, LLC | 1.13% | Reduce -0.7% | 39,191 | $2.0M |
| Financial Network Wealth Advisors LLC | 1.95% | Add +0.0% | 38,894 | $2.0M |
| FirstPurpose Wealth LLC | 0.65% | Reduce -1.8% | 35,474 | $1.8M |
| Warren Street Wealth Advisors, LLC | 0.78% | Add +63.0% | 31,265 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +27.5% | 30,191 | $1.5M |
| Independent Financial Group, LLC | 0.07% | Add +21.8% | 28,810 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.03% | No change | 22,866 | $1.1M |
| Diversify Advisory Services, LLC | 0.07% | — | 22,724 | $1.1M |
| WT Wealth Management | 0.35% | Add +0.1% | 19,493 | $981K |
| Running Point Capital Advisors, LLC | 0.40% | Add +153.6% | 17,883 | $900K |
| Norden Group LLC | 0.18% | New | 17,490 | $880K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.7% | 17,211 | $866K |
| Transcend Capital Advisors, LLC | 0.07% | New | 16,400 | $825K |
| Connectus Wealth, LLC | 0.02% | Reduce -4.5% | 16,308 | $820K |
| HRT Financial LP | 0.00% | New | 12,828 | $645K |
| Foundations Investment Advisors, LLC | 0.02% | New | 12,795 | $644K |
| Sowell Financial Services LLC | 0.03% | Add +11.0% | 12,053 | $606K |
| Mather Group, Llc. | 0.01% | Reduce -15.8% | 10,672 | $536K |
| Total Clarity Wealth Management, Inc. | 0.18% | Add +1.3% | 10,016 | $504K |
| Financial Guidance Group, Inc. | 0.32% | No change | 9,700 | $488K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -66.8% | 9,618 | $484K |
| Argus Investors' Counsel, Inc. | 0.27% | New | 8,852 | $445K |
| Matrix Trust Co | 0.10% | Add +40.4% | 8,553 | $430K |
| LPL Financial LLC | 0.00% | New | 8,171 | $411K |
| Farther Finance Advisors, LLC | 0.02% | New | 8,187 | $410K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +1.1% | 8,140 | $410K |
| Regimen Wealth, LLC | 0.14% | Add +47.8% | 7,819 | $393K |
| Continuum Advisory, LLC | 0.05% | Add +46.8% | 6,339 | $318K |
| Corient Private Wealth LP | 0.00% | New | 6,295 | $317K |
| Gibbs Wealth Management | 0.17% | — | 5,997 | $302K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 5,873 | $295K |
| Citadel Advisors | 0.00% | Add +9.2% | 5,853 | $294K |
| UBS Group AG | 0.00% | Add +435.8% | 5,722 | $288K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +644.3% | 5,210 | $262K |
| Silver Oak Securities, Incorporated | 0.04% | Add +2.1% | 5,020 | $253K |
| Fortitude Family Office, LLC | 0.15% | Reduce -40.6% | 4,535 | $228K |
| Global Retirement Partners, LLC | 0.01% | Add +10.6% | 4,183 | $210K |
| Astoria Portfolio Advisors LLC. | 0.08% | Reduce -76.9% | 3,993 | $200K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,500 | $126K |
| Morgan Stanley | 0.00% | New | 2,267 | $114K |
| FMR LLC | 0.00% | Add +705.6% | 2,167 | $109K |
| Rothschild Investment LLC | 0.01% | New | 2,090 | $105K |
| Avior Wealth Management, LLC | 0.00% | New | 1,023 | $51K |
| Archer Investment Corp | 0.01% | No change | 698 | $35K |
| Harbour Investments, Inc. | 0.00% | Add +93.5% | 120 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -98.1% | 1 | $40 |
"% 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.