Bondbloxx BBG 6 MTH US TreasXHLFETF
13F holders, Q3 2024 (September 30)99holders −2
15new positions
17sold out
$50.42avg. 13F price*
At the end of Q3 2024, 99 institutions reported holding Bondbloxx BBG 6 MTH US Treas (XHLF) in their 13F filings, down 2 from Q2 2024. 15 opened new positions and 17 sold out. The largest holders were 3EDGE Asset Management, LP ($128.7M), Carrera Capital Advisors ($94.2M) and a16z Perennial Management, L.P. ($70.2M).
- Company
- Bondbloxx BBG 6 MTH US Treas
- CUSIP
- 09789C788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $149.3M |
| Exits | 17 | $136.7M |
All 13F filers, Q2 2024 → Q3 2024: 3,839,848 shares bought and 8,158,987 shares sold, net −4,319,139 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| 3EDGE Asset Management, LP | 9.13% | Reduce -37.6% | 2,552,476 | $128.7M |
| Carrera Capital Advisors | 23.04% | New | 1,868,251 | $94.2M |
| a16z Perennial Management, L.P. | 8.64% | Reduce -8.7% | 1,392,000 | $70.2M |
| Tanager Wealth Management LLP | 9.19% | Add +5.5% | 1,353,359 | $68.3M |
| Aptus Capital Advisors, LLC | 0.49% | Reduce -0.9% | 635,357 | $32.0M |
| Guardian Wealth Advisors, LLC / NC | 3.41% | Reduce -0.9% | 624,283 | $31.5M |
| Orion Porfolio Solutions, LLC | 0.24% | Reduce -15.0% | 481,918 | $24.3M |
| Orion Portfolio Solutions, LLC | 0.24% | Reduce -15.0% | 481,918 | $24.3M |
| Townsquare Capital LLC | 0.29% | Reduce -27.6% | 475,297 | $24.0M |
| Northland Capital Management LLC | 13.66% | New | 473,290 | $23.9M |
| Municipal Employees' Retirement System of Michigan | 0.30% | No change | 448,334 | $22.6M |
| Cwm, LLC | 0.10% | Add +2.5% | 443,091 | $22.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -16.8% | 315,166 | $15.9M |
| JDM Financial Group LLC | 7.91% | Add +10231.6% | 288,253 | $14.5M |
| Bank of America Corp. | 0.00% | Add +56.4% | 263,347 | $13.3M |
| Strait & Sound Wealth Management LLC | 6.25% | Reduce -8.3% | 254,837 | $12.9M |
| Bank of Montreal | 0.01% | Add +8.4% | 250,776 | $12.7M |
| Advisors Preferred, LLC | 1.83% | New | 239,600 | $12.0M |
| Blume Capital Management, Inc. | 2.69% | Add +64.2% | 236,102 | $11.9M |
| Stadion Money Management, LLC | 0.75% | Add +13.8% | 198,258 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -36.2% | 186,443 | $9.4M |
| NorthCoast Asset Management LLC | 0.06% | New | 171,318 | $8.5M |
| Diversify Wealth Management, LLC | 0.79% | Add +202.6% | 163,033 | $8.2M |
| Sigma Planning Corp | 0.24% | Reduce -3.7% | 156,862 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.7% | 123,320 | $6.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -78.5% | 109,431 | $5.5M |
| Laurel Wealth Advisors LLC | 0.82% | Add +26.1% | 100,835 | $5.1M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -3.5% | 100,687 | $5.1M |
| Pineridge Advisors LLC | 1.79% | Reduce -95.7% | 93,711 | $4.7M |
| Hobbs Group Advisors, LLC | 1.57% | Reduce -3.6% | 86,886 | $4.4M |
| Warren Street Wealth Advisors, LLC | 1.77% | Add +93.9% | 84,604 | $4.3M |
| Portside Wealth Group, LLC | 0.70% | Reduce -34.2% | 81,748 | $4.1M |
| Pasadena Private Wealth, LLC | 0.76% | Add +6.5% | 70,832 | $3.6M |
| Stonebrook Private Inc. | 0.81% | Add +163.4% | 60,950 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 59,808 | $3.0M |
| Alliance Wealth Advisors, LLC | 0.79% | Reduce -43.4% | 59,504 | $3.0M |
| Encompass More Asset Management | 1.13% | Reduce -39.4% | 58,600 | $3.0M |
| Wallace Advisory Group, LLC | 2.06% | Reduce -1.3% | 55,905 | $2.8M |
| Transcend Capital Advisors, LLC | 0.19% | Add +19.6% | 54,834 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -3.2% | 53,891 | $2.7M |
| Exchange Capital Management, Inc. | 0.36% | Add +2.0% | 45,265 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.6% | 43,316 | $2.2M |
| Shore Point Advisors, LLC | 1.10% | Add +2.1% | 40,746 | $2.1M |
| Flow Traders U.S. LLC | 0.09% | Reduce -71.4% | 36,122 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -29.5% | 35,885 | $1.8M |
| Mgo One Seven LLC | 0.08% | Reduce -16.7% | 35,419 | $1.8M |
| Cerity Partners LLC | 0.00% | New | 34,086 | $1.7M |
| Strategic Blueprint, LLC | 0.11% | Add +18.1% | 34,071 | $1.7M |
| Signal Advisors Wealth, LLC | 0.25% | New | 33,969 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | New | 32,063 | $1.6M |
| Prosperity Consulting Group, LLC | 0.12% | Reduce -51.4% | 29,904 | $1.5M |
| Arete Wealth Advisors, LLC | 0.12% | Reduce -52.1% | 28,912 | $1.5M |
| Sweeney & Michel, LLC | 0.57% | Add +211.6% | 28,837 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.3% | 27,151 | $1.4M |
| Private Advisory Group LLC | 0.14% | New | 22,402 | $1.1M |
| WT Wealth Management | 0.34% | Add +44.1% | 21,132 | $1.1M |
| Morgan Stanley | 0.00% | Add +17.5% | 20,873 | $1.1M |
| WealthPlan Investment Management, LLC | 0.10% | Reduce -89.3% | 19,893 | $1.0M |
| Farther Finance Advisors, LLC | 0.04% | Add +17.6% | 18,759 | $946K |
| BlackDiamond Wealth Management, LLC | 0.53% | Reduce -65.1% | 17,614 | $885K |
| Norden Group LLC | 0.10% | Add +7.2% | 16,474 | $831K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -21.4% | 16,289 | $822K |
| Running Point Capital Advisors, LLC | 0.31% | Add +0.3% | 15,931 | $804K |
| Rwa Wealth Partners, LLC | 0.01% | Add +63.0% | 13,943 | $703K |
| Royal Bank of Canada | 0.00% | Add +3.7% | 13,488 | $680K |
| Jane Street Group, LLC | 0.00% | Reduce -89.3% | 11,828 | $597K |
| Gibbs Wealth Management | 0.19% | Reduce -35.5% | 11,771 | $594K |
| Argus Investors' Counsel, Inc. | 0.37% | Reduce -9.1% | 11,124 | $561K |
| Sowell Financial Services LLC | 0.02% | Reduce -12.7% | 10,643 | $537K |
| Etesian Wealth Advisors, Inc. | 0.23% | New | 10,011 | $505K |
| Financial Guidance Group, Inc. | 0.28% | No change | 9,600 | $484K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +9.4% | 9,128 | $460K |
| Total Clarity Wealth Management, Inc. | 0.15% | Add +0.7% | 8,949 | $451K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -44.3% | 8,273 | $416K |
| STAR Financial Bank | 0.28% | New | 8,216 | $414K |
| Buck Wealth Strategies, LLC | 0.13% | Reduce -6.3% | 8,167 | $412K |
| Stifel Financial Corp. | 0.00% | Reduce -44.7% | 8,138 | $410K |
| Corient Private Wealth LP | 0.00% | Add +24.5% | 7,836 | $395K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +51.5% | 7,488 | $378K |
| LPL Financial LLC | 0.00% | Reduce -44.7% | 6,559 | $331K |
| Bank Ozk | 0.14% | Reduce -7.9% | 6,506 | $328K |
| Palo Alto Wealth Advisors, LLC | 0.14% | New | 6,485 | $326K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -43.3% | 5,821 | $294K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +18.1% | 5,620 | $283K |
| Middleton & Co. Inc. | 0.03% | No change | 5,300 | $267K |
| Matrix Trust Co | 0.05% | Reduce -45.5% | 4,855 | $245K |
| Global Retirement Partners, LLC | 0.01% | Add +0.8% | 4,225 | $213K |
| Regimen Wealth, LLC | 0.07% | Reduce -51.9% | 4,090 | $206K |
| Executive Wealth Management, LLC | 0.02% | New | 4,011 | $202K |
| UBS Group AG | 0.00% | Add +85.9% | 2,772 | $140K |
| Mather Group, Llc. | 0.00% | Reduce -90.1% | 2,296 | $116K |
| Avior Wealth Management, LLC | 0.00% | Add +135.6% | 2,196 | $111K |
| Rothschild Investment LLC | 0.01% | No change | 2,090 | $105K |
| Northwest Capital Management Inc | 0.02% | Add +670.6% | 917 | $46K |
| Archer Investment Corp | 0.01% | No change | 698 | $35K |
| FMR LLC | 0.00% | Add +752.7% | 469 | $24K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.04% | New | 468 | $24K |
| Comerica Bank | 0.00% | New | 114 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -34.6% | 83 | $4K |
"% 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.