Bondbloxx BBG 6 MTH US TreasXHLFETF
13F holders, Q2 2024 (June 30)101holders +11
18new positions
7sold out
1famous investor
$50.28avg. 13F price*
At the end of Q2 2024, 101 institutions reported holding Bondbloxx BBG 6 MTH US Treas (XHLF) in their 13F filings, up 11 from Q1 2024. 18 opened new positions and 7 sold out. The largest holders were 3EDGE Asset Management, LP ($205.8M), Cetera Investment Advisers ($121.2M) and Pineridge Advisors LLC ($110.6M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $37.4M |
| Exits | 7 | $12.5M |
All 13F filers, Q1 2024 → Q2 2024: 2,050,818 shares bought and 1,579,951 shares sold, net +470,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| 3EDGE Asset Management, LP | 16.15% | Reduce -3.2% | 4,093,186 | $205.8M |
| Cetera Investment Advisers | 0.28% | Reduce -2.7% | 2,409,670 | $121.2M |
| Pineridge Advisors LLC | 37.73% | Add +41.1% | 2,199,830 | $110.6M |
| a16z Perennial Management, L.P. | 8.20% | Reduce -17.3% | 1,524,683 | $76.7M |
| Tanager Wealth Management LLP | 9.59% | Add +5.7% | 1,282,137 | $64.5M |
| Townsquare Capital LLC | 0.45% | Reduce -7.3% | 656,850 | $33.0M |
| Aptus Capital Advisors, LLC | 0.61% | Reduce -6.0% | 641,011 | $32.2M |
| Guardian Wealth Advisors, LLC / NC | 3.70% | Reduce -6.1% | 629,918 | $31.7M |
| Orion Porfolio Solutions, LLC | 0.30% | Add +14.2% | 566,975 | $28.5M |
| Orion Portfolio Solutions, LLC | 0.30% | Add +14.2% | 566,975 | $28.5M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -5.4% | 507,813 | $25.5M |
| Municipal Employees' Retirement System of Michigan | 0.31% | Add +2.3% | 448,334 | $22.5M |
| Cwm, LLC | 0.10% | Add +5.5% | 432,393 | $21.7M |
| Osaic Holdings, Inc. | 0.04% | New | 378,805 | $19.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +5.5% | 292,236 | $14.7M |
| Strait & Sound Wealth Management LLC | 7.12% | Reduce -23.3% | 277,940 | $14.0M |
| Bank of Montreal | 0.00% | Add +8.6% | 231,242 | $11.6M |
| WealthPlan Investment Management, LLC | 1.41% | Reduce -17.1% | 185,526 | $9.3M |
| Stadion Money Management, LLC | 0.71% | Add +67.4% | 174,276 | $8.7M |
| Bank of America Corp. | 0.00% | Add +84.0% | 168,400 | $8.5M |
| Sigma Planning Corp | 0.26% | Add +83.5% | 162,850 | $8.2M |
| Blume Capital Management, Inc. | 1.75% | Reduce -32.1% | 143,785 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 135,000 | $6.8M |
| Flow Traders U.S. LLC | 0.31% | New | 126,242 | $6.3M |
| Portside Wealth Group, LLC | 1.19% | Reduce -16.9% | 124,304 | $6.2M |
| WealthPLAN Partners, LLC | 0.63% | Reduce -13.0% | 115,960 | $5.8M |
| Jane Street Group, LLC | 0.01% | Reduce -19.7% | 110,252 | $5.5M |
| Alliance Wealth Advisors, LLC | 1.55% | Add +11.1% | 105,117 | $5.3M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -46.9% | 104,307 | $5.2M |
| Encompass More Asset Management | 3.47% | Add +10.6% | 96,737 | $4.9M |
| Hobbs Group Advisors, LLC | 1.72% | — | 90,134 | $4.5M |
| Laurel Wealth Advisors LLC | 0.70% | New | 79,961 | $4.0M |
| Pasadena Private Wealth, LLC | 0.77% | Reduce -32.5% | 66,535 | $3.3M |
| Prosperity Consulting Group, LLC | 0.42% | Reduce -39.7% | 61,515 | $3.1M |
| Arete Wealth Advisors, LLC | 0.25% | Add +2.0% | 60,396 | $3.0M |
| Wallace Advisory Group, LLC | 2.05% | Add +15.3% | 56,633 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +5.3% | 55,683 | $2.8M |
| WESPAC Advisors SoCal, LLC | 0.69% | Add +31.7% | 54,530 | $2.7M |
| Diversify Wealth Management, LLC | 0.34% | — | 53,873 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.3% | 53,193 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -28.1% | 50,933 | $2.6M |
| BlackDiamond Wealth Management, LLC | 1.67% | Add +24.3% | 50,492 | $2.5M |
| Transcend Capital Advisors, LLC | 0.17% | Add +179.6% | 45,860 | $2.3M |
| Exchange Capital Management, Inc. | 0.36% | Add +12.4% | 44,388 | $2.2M |
| Warren Street Wealth Advisors, LLC | 1.09% | Add +39.5% | 43,625 | $2.2M |
| Mgo One Seven LLC | 0.10% | New | 42,530 | $2.1M |
| Shore Point Advisors, LLC | 1.14% | Add +1.8% | 39,909 | $2.0M |
| Financial Network Wealth Advisors LLC | 1.39% | Reduce -5.2% | 36,870 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.4% | 32,053 | $1.6M |
| Strategic Blueprint, LLC | 0.10% | Reduce -50.1% | 28,862 | $1.5M |
| Mather Group, Llc. | 0.01% | Add +118.1% | 23,278 | $1.2M |
| Stonebrook Private Inc. | 0.33% | New | 23,143 | $1.2M |
| Legacy CG, LLC | 0.38% | New | 22,017 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -9.3% | 20,736 | $1.0M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -17.0% | 18,856 | $945K |
| Gibbs Wealth Management | 0.37% | Add +204.1% | 18,236 | $917K |
| Morgan Stanley | 0.00% | Add +683.4% | 17,759 | $893K |
| Running Point Capital Advisors, LLC | 0.33% | Reduce -11.2% | 15,883 | $799K |
| Farther Finance Advisors, LLC | 0.04% | Add +94.8% | 15,945 | $798K |
| Focus Partners Wealth | 0.00% | New | 15,550 | $782K |
| Norden Group LLC | 0.16% | Reduce -12.1% | 15,369 | $773K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.7% | 14,851 | $747K |
| Stifel Financial Corp. | 0.00% | New | 14,710 | $740K |
| WT Wealth Management | 0.25% | Reduce -24.8% | 14,669 | $738K |
| Royal Bank of Canada | 0.00% | Reduce -56.9% | 13,003 | $654K |
| Argus Investors' Counsel, Inc. | 0.38% | Add +38.3% | 12,239 | $615K |
| Sowell Financial Services LLC | 0.03% | Add +1.2% | 12,193 | $613K |
| LPL Financial LLC | 0.00% | Add +45.3% | 11,868 | $597K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -19.8% | 10,257 | $516K |
| Financial Guidance Group, Inc. | 0.30% | Reduce -1.0% | 9,600 | $483K |
| Sweeney & Michel, LLC | 0.20% | New | 9,256 | $464K |
| Matrix Trust Co | 0.10% | Add +4.2% | 8,914 | $448K |
| Total Clarity Wealth Management, Inc. | 0.16% | Reduce -11.3% | 8,888 | $447K |
| Buck Wealth Strategies, LLC | 0.13% | New | 8,720 | $438K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -11.1% | 8,554 | $430K |
| Regimen Wealth, LLC | 0.15% | Add +8.7% | 8,499 | $427K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +2.5% | 8,346 | $420K |
| Baker Tilly Wealth Management, LLC | 0.15% | Reduce -84.4% | 7,126 | $358K |
| Bank Ozk | 0.15% | New | 7,067 | $355K |
| Citadel Advisors | 0.00% | Add +20.0% | 7,026 | $353K |
| Modern Wealth Management, LLC | 0.03% | New | 6,870 | $345K |
| Corient Private Wealth LP | 0.00% | No change | 6,295 | $317K |
| Silver Oak Securities, Incorporated | 0.05% | Add +22.6% | 6,155 | $309K |
| Continuum Advisory, LLC | 0.04% | Reduce -5.2% | 6,009 | $302K |
| Independent Financial Group, LLC | 0.01% | Reduce -80.9% | 5,495 | $276K |
| Middleton & Co. Inc. | 0.03% | Reduce -90.5% | 5,300 | $266K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 4,941 | $248K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -8.6% | 4,760 | $239K |
| Fortitude Family Office, LLC | 0.13% | No change | 4,535 | $228K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 4,193 | $211K |
| JDM Financial Group LLC | 0.09% | New | 2,790 | $140K |
| Rothschild Investment LLC | 0.01% | No change | 2,090 | $105K |
| UBS Group AG | 0.00% | Reduce -73.9% | 1,491 | $75K |
| Avior Wealth Management, LLC | 0.00% | Reduce -8.9% | 932 | $47K |
| Signaturefd, LLC | 0.00% | New | 700 | $35K |
| Archer Investment Corp | 0.01% | No change | 698 | $35K |
| Wells Fargo & Company | 0.00% | New | 545 | $27K |
| Penserra Capital Management LLC | 0.00% | New | 158 | $8K |
| Harbour Investments, Inc. | 0.00% | Add +5.8% | 127 | $6K |
| Northwest Capital Management Inc | 0.00% | New | 119 | $6K |
| FMR LLC | 0.00% | Reduce -97.5% | 55 | $3K |
"% 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.