Bondbloxx BBG 6 MTH US TreasXHLFETF
13F holders, Q4 2024 (December 31)101holders +2
13new positions
18sold out
$50.25avg. 13F price*
At the end of Q4 2024, 101 institutions reported holding Bondbloxx BBG 6 MTH US Treas (XHLF) in their 13F filings, up 2 from Q3 2024. 13 opened new positions and 18 sold out. The largest holders were Carrera Capital Advisors ($113.0M), Tanager Wealth Management LLP ($109.8M) and 3EDGE Asset Management, LP ($50.7M).
- Company
- Bondbloxx BBG 6 MTH US Treas
- CUSIP
- 09789C788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.1M |
| Exits | 18 | $114.3M |
All 13F filers, Q3 2024 → Q4 2024: 2,345,879 shares bought and 6,987,933 shares sold, net −4,642,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Carrera Capital Advisors | 26.45% | Add +20.1% | 2,243,110 | $113.0M |
| Tanager Wealth Management LLP | 14.24% | Add +61.0% | 2,179,540 | $109.8M |
| 3EDGE Asset Management, LP | 3.12% | Reduce -60.5% | 1,009,558 | $50.7M |
| SoundView Advisors Inc. | 9.47% | — | 457,561 | $23.0M |
| Municipal Employees' Retirement System of Michigan | 0.31% | No change | 448,334 | $22.5M |
| Bank of America Corp. | 0.00% | Add +60.7% | 423,104 | $21.2M |
| JDM Financial Group LLC | 9.59% | Add +27.6% | 367,857 | $18.5M |
| Pineridge Advisors LLC | 5.72% | Add +221.9% | 301,678 | $15.1M |
| Bank of Montreal | 0.01% | Add +12.9% | 283,120 | $14.2M |
| Townsquare Capital LLC | 0.16% | Reduce -42.2% | 274,694 | $13.8M |
| Blume Capital Management, Inc. | 2.92% | Add +9.9% | 259,429 | $13.0M |
| Advisors Preferred, LLC | 1.93% | No change | 239,600 | $12.0M |
| Strait & Sound Wealth Management LLC | 5.57% | Reduce -6.3% | 238,905 | $12.0M |
| Aptus Capital Advisors, LLC | 0.13% | Reduce -64.8% | 223,642 | $11.2M |
| Guardian Wealth Advisors, LLC / NC | 0.85% | Reduce -66.0% | 212,568 | $10.7M |
| MML Investors Services, LLC | 0.04% | Add +292.2% | 211,337 | $10.6M |
| Stadion Money Management, LLC | 0.76% | Reduce -2.7% | 192,862 | $9.7M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -3.4% | 165,569 | $8.3M |
| Sigma Planning Corp | 0.22% | Reduce -9.4% | 142,103 | $7.1M |
| Diversify Wealth Management, LLC | 0.46% | Reduce -27.6% | 118,113 | $5.9M |
| Laurel Wealth Advisors LLC | 0.89% | Add +12.8% | 113,700 | $5.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.7% | 108,707 | $5.5M |
| Executive Wealth Management, LLC | 0.41% | Add +2525.8% | 105,321 | $5.3M |
| Hobbs Group Advisors, LLC | 1.90% | Add +15.7% | 100,514 | $5.0M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -11.1% | 89,544 | $4.5M |
| Cwm, LLC | 0.02% | Reduce -80.0% | 88,546 | $4.4M |
| Warren Street Wealth Advisors, LLC | 1.73% | Reduce -0.8% | 83,972 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -58.3% | 77,725 | $3.9M |
| Stonebrook Private Inc. | 0.97% | Add +21.2% | 73,898 | $3.7M |
| Jane Street Group, LLC | 0.01% | Add +520.6% | 73,411 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +166.1% | 72,247 | $3.6M |
| Morgan Stanley | 0.00% | Add +222.0% | 67,203 | $3.4M |
| Encompass More Asset Management | 1.08% | Add +11.1% | 65,089 | $3.3M |
| Cary Street Partners Financial LLC | 0.10% | — | 62,068 | $3.1M |
| Signal Advisors Wealth, LLC | 0.31% | Add +60.4% | 54,485 | $2.7M |
| Portside Wealth Group, LLC | 0.44% | Reduce -35.9% | 52,365 | $2.6M |
| Evergreen Capital Management LLC | 0.08% | New | 46,458 | $2.3M |
| Shore Point Advisors, LLC | 1.10% | Reduce -0.1% | 40,703 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.1% | 35,626 | $1.8M |
| Exchange Capital Management, Inc. | 0.25% | Reduce -30.8% | 31,339 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -93.6% | 30,896 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -93.6% | 30,896 | $1.6M |
| Wallace Advisory Group, LLC | 1.00% | Reduce -48.8% | 28,617 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.9% | 27,782 | $1.4M |
| Measured Risk Portfolios, Inc. | 1.53% | — | 27,476 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -24.1% | 27,229 | $1.4M |
| WT Wealth Management | 0.32% | Reduce -5.2% | 20,031 | $1.0M |
| Sugar Maple Asset Management, LLC | 0.71% | New | 18,552 | $931K |
| Palo Alto Wealth Advisors, LLC | 0.30% | Add +164.7% | 17,165 | $865K |
| Focus Partners Wealth | 0.00% | New | 14,823 | $747K |
| Acorn Financial Advisory Services Inc. | 0.12% | Add +62.0% | 14,792 | $742K |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -26.1% | 14,690 | $737K |
| Royal Bank of Canada | 0.00% | Add +2.6% | 13,841 | $695K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -21.5% | 12,794 | $644K |
| Crew Capital Management, Ltd | 0.52% | New | 12,491 | $627K |
| Argus Investors' Counsel, Inc. | 0.40% | Add +8.2% | 12,041 | $604K |
| Running Point Capital Advisors, LLC | 0.21% | Reduce -25.1% | 11,940 | $599K |
| Oregon Pacific Wealth Management, LLC | 0.53% | — | 10,710 | $537K |
| Etesian Wealth Advisors, Inc. | 0.22% | Reduce -2.0% | 9,812 | $492K |
| Financial Guidance Group, Inc. | 0.26% | No change | 9,600 | $482K |
| HighTower Advisors, LLC | 0.00% | New | 9,462 | $475K |
| BlackDiamond Wealth Management, LLC | 0.27% | Reduce -48.0% | 9,155 | $459K |
| Total Clarity Wealth Management, Inc. | 0.14% | Reduce -1.2% | 8,838 | $443K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -71.0% | 8,678 | $435K |
| Certior Financial Group, LLC | 0.38% | — | 8,570 | $430K |
| Private Advisory Group LLC | 0.05% | Reduce -62.0% | 8,506 | $427K |
| Gibbs Wealth Management | 0.11% | Reduce -29.6% | 8,290 | $416K |
| Stifel Financial Corp. | 0.00% | No change | 8,138 | $408K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -42.4% | 8,025 | $403K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -9.8% | 6,753 | $339K |
| AE Wealth Management LLC | 0.00% | New | 6,691 | $336K |
| Bank Ozk | 0.14% | No change | 6,506 | $326K |
| Holcombe Financial, Inc. | 0.26% | — | 6,224 | $312K |
| Truist Financial Corp. | 0.00% | New | 6,129 | $308K |
| Valmark Advisers, Inc. | 0.00% | New | 6,116 | $307K |
| Financial Network Wealth Advisors LLC | 0.55% | New | 5,882 | $295K |
| Silver Oak Securities, Incorporated | 0.03% | New | 5,683 | $285K |
| Concourse Financial Group Securities, Inc. | 0.02% | No change | 5,620 | $283K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -95.5% | 5,529 | $277K |
| Middleton & Co. Inc. | 0.03% | No change | 5,300 | $266K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -16.1% | 4,885 | $245K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4,812 | $241K |
| STAR Financial Bank | 0.17% | Reduce -42.4% | 4,729 | $237K |
| Global Retirement Partners, LLC | 0.01% | Add +6.9% | 4,517 | $227K |
| Pasadena Private Wealth, LLC | 0.05% | Reduce -93.7% | 4,464 | $224K |
| Ellis Investment Partners, LLC | 0.04% | New | 4,162 | $209K |
| Corient Private Wealth LP | 0.00% | Reduce -48.3% | 4,048 | $203K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -86.3% | 2,561 | $129K |
| Rothschild Investment LLC | 0.01% | No change | 2,090 | $105K |
| Avior Wealth Management, LLC | 0.00% | Reduce -13.7% | 1,896 | $95K |
| Endeavor Private Wealth, Inc. | 0.07% | — | 1,505 | $77K |
| FMR LLC | 0.00% | Add +163.1% | 1,234 | $62K |
| 2UniFi Bank | 0.04% | — | 1,111 | $56K |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.7% | 1,109 | $56K |
| Matrix Trust Co | 0.01% | Reduce -77.4% | 1,097 | $55K |
| Mather Group, Llc. | 0.00% | Reduce -64.5% | 815 | $41K |
| Northwest Capital Management Inc | 0.02% | Reduce -13.0% | 798 | $40K |
| Archer Investment Corp | 0.01% | No change | 698 | $35K |
| Geneos Wealth Management Inc. | 0.00% | New | 126 | $6K |
| Comerica Bank | 0.00% | No change | 114 | $6K |
"% 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.