Bondbloxx BBG 6 MTH US TreasXHLFETF
13F holders, Q1 2025 (March 31)107holders +6
19new positions
11sold out
1famous investor
$50.35avg. 13F price*
At the end of Q1 2025, 107 institutions reported holding Bondbloxx BBG 6 MTH US Treas (XHLF) in their 13F filings, up 6 from Q4 2024. 19 opened new positions and 11 sold out. The largest holders were Tanager Wealth Management LLP ($112.3M), Carrera Capital Advisors ($97.5M) and Pineridge Advisors LLC ($93.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $90.9M |
| Exits | 11 | $11.4M |
All 13F filers, Q4 2024 → Q1 2025: 4,318,579 shares bought and 897,982 shares sold, net +3,420,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Tanager Wealth Management LLP | 14.61% | Add +2.3% | 2,230,507 | $112.3M |
| Carrera Capital Advisors | 21.59% | Reduce -13.7% | 1,935,395 | $97.5M |
| Pineridge Advisors LLC | 36.46% | Add +514.2% | 1,853,035 | $93.3M |
| a16z Perennial Management, L.P. | 8.74% | New | 1,392,000 | $70.1M |
| 3EDGE Asset Management, LP | 3.32% | Reduce -4.1% | 968,041 | $48.7M |
| Bank of America Corp. | 0.00% | Add +69.4% | 716,591 | $36.1M |
| SoundView Advisors Inc. | 10.23% | Add +7.6% | 492,360 | $24.8M |
| Bank of Montreal | 0.01% | Add +64.8% | 466,461 | $23.5M |
| Municipal Employees' Retirement System of Michigan | 0.29% | No change | 448,334 | $22.6M |
| JDM Financial Group LLC | 9.00% | Reduce -4.2% | 352,383 | $17.7M |
| Townsquare Capital LLC | 0.15% | Reduce -0.2% | 274,222 | $13.8M |
| Advisors Preferred, LLC | 1.61% | No change | 239,600 | $12.0M |
| MML Investors Services, LLC | 0.04% | Add +9.1% | 230,502 | $11.6M |
| Blume Capital Management, Inc. | 2.43% | Reduce -17.1% | 215,019 | $10.8M |
| Aptus Capital Advisors, LLC | 0.12% | Reduce -7.8% | 206,272 | $10.4M |
| Guardian Wealth Advisors, LLC / NC | 0.79% | Reduce -8.2% | 195,198 | $9.8M |
| Stadion Money Management, LLC | 0.92% | Reduce -5.4% | 182,460 | $9.2M |
| Strait & Sound Wealth Management LLC | 3.68% | Reduce -34.3% | 157,029 | $7.9M |
| Sigma Planning Corp | 0.25% | Add +8.0% | 153,449 | $7.7M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -8.6% | 151,267 | $7.6M |
| Garde Capital, Inc. | 0.40% | New | 139,735 | $7.0M |
| Evergreen Capital Management LLC | 0.23% | Add +196.4% | 137,712 | $6.9M |
| Laurel Wealth Advisors LLC | 0.94% | Add +5.3% | 119,770 | $6.0M |
| Diversify Wealth Management, LLC | 0.44% | Reduce -1.5% | 116,387 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | No change | 108,707 | $5.5M |
| Hobbs Group Advisors, LLC | 1.89% | Reduce -1.7% | 98,778 | $5.0M |
| Warren Street Wealth Advisors, LLC | 1.83% | Add +10.7% | 92,922 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +16.3% | 90,387 | $4.6M |
| Avantax Advisory Services, Inc. | 0.03% | Add +0.1% | 89,622 | $4.5M |
| Measured Risk Portfolios, Inc. | 4.80% | Add +223.2% | 88,802 | $4.5M |
| Morgan Stanley | 0.00% | Add +22.3% | 82,178 | $4.1M |
| Signal Advisors Wealth, LLC | 0.37% | Add +38.9% | 75,689 | $3.8M |
| Cwm, LLC | 0.01% | Reduce -15.9% | 74,436 | $3.7M |
| Encompass More Asset Management | 1.11% | Add +13.6% | 73,955 | $3.7M |
| Oliver Luxxe Assets LLC | 0.62% | New | 65,915 | $3.3M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -1.9% | 60,880 | $3.1M |
| Stonebrook Private Inc. | 0.77% | Reduce -20.3% | 58,874 | $3.0M |
| Portside Wealth Group, LLC | 0.44% | Add +2.5% | 53,699 | $2.7M |
| Flow Traders U.S. LLC | 0.11% | New | 50,414 | $2.5M |
| Private Advisory Group LLC | 0.28% | Add +478.2% | 49,182 | $2.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.2% | 30,915 | $1.6M |
| Sweeney & Michel, LLC | 0.66% | — | 30,116 | $1.5M |
| Able Wealth Management LLC | 0.84% | New | 28,297 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.3% | 28,028 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -9.3% | 28,028 | $1.4M |
| Running Point Capital Advisors, LLC | 0.44% | Add +130.6% | 27,532 | $1.4M |
| Sugar Maple Asset Management, LLC | 1.09% | Add +47.7% | 27,406 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.9% | 26,428 | $1.3M |
| Matrix Trust Co | 0.22% | Add +2231.3% | 25,574 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.8% | 25,098 | $1.3M |
| Exchange Capital Management, Inc. | 0.20% | Reduce -23.8% | 23,891 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.22% | Add +60.6% | 23,757 | $1.2M |
| Citadel Advisors | 0.00% | New | 22,943 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +43.6% | 19,881 | $1.0M |
| Holcombe Financial, Inc. | 0.69% | Add +165.9% | 16,548 | $833K |
| WT Wealth Management | 0.27% | Reduce -18.4% | 16,346 | $823K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | New | 15,975 | $804K |
| STAR Financial Bank | 0.54% | Add +209.9% | 14,657 | $738K |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -0.3% | 14,643 | $737K |
| Cetera Investment Advisers | 0.00% | New | 14,507 | $731K |
| Crew Capital Management, Ltd | 0.54% | Add +5.7% | 13,198 | $665K |
| Argus Investors' Counsel, Inc. | 0.48% | Add +5.0% | 12,641 | $637K |
| HRT Financial LP | 0.00% | New | 11,795 | $593K |
| Raymond James Financial Inc. | 0.00% | New | 10,002 | $504K |
| Financial Guidance Group, Inc. | 0.26% | No change | 9,600 | $483K |
| Financial Network Wealth Advisors LLC | 0.63% | Add +61.6% | 9,504 | $479K |
| Valmark Advisers, Inc. | 0.01% | Add +54.6% | 9,456 | $476K |
| BlackDiamond Wealth Management, LLC | 0.31% | Add +0.7% | 9,221 | $463K |
| Gibbs Wealth Management | 0.11% | Add +6.3% | 8,813 | $444K |
| Total Clarity Wealth Management, Inc. | 0.14% | No change | 8,838 | $443K |
| Astoria Portfolio Advisors LLC. | 0.15% | New | 8,698 | $437K |
| Certior Financial Group, LLC | 0.36% | Add +1.0% | 8,653 | $436K |
| Sowell Financial Services LLC | 0.02% | New | 8,352 | $421K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,208 | $413K |
| Oregon Pacific Wealth Management, LLC | 0.41% | Reduce -24.6% | 8,072 | $406K |
| Middleton & Co. Inc. | 0.05% | Add +50.9% | 8,000 | $403K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -10.1% | 7,802 | $393K |
| Ellis Investment Partners, LLC | 0.08% | Add +81.9% | 7,572 | $381K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -44.5% | 7,106 | $358K |
| Palo Alto Wealth Advisors, LLC | 0.13% | Reduce -60.0% | 6,865 | $345K |
| Silver Oak Securities, Incorporated | 0.03% | Add +19.2% | 6,776 | $341K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -2.2% | 6,602 | $331K |
| Etesian Wealth Advisors, Inc. | 0.14% | Reduce -34.8% | 6,402 | $322K |
| Belpointe Asset Management LLC | 0.02% | New | 6,214 | $313K |
| Advyzon Investment Management, LLC | 0.11% | New | 6,153 | $310K |
| Truist Financial Corp. | 0.00% | No change | 6,129 | $309K |
| Bank Ozk | 0.13% | Reduce -6.2% | 6,106 | $307K |
| UBS Group AG | 0.00% | New | 5,812 | $293K |
| LPL Financial LLC | 0.00% | New | 5,505 | $277K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,500 | $277K |
| HighTower Advisors, LLC | 0.00% | Reduce -44.4% | 5,264 | $265K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -34.4% | 5,261 | $265K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.4% | 5,228 | $263K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -8.4% | 4,474 | $225K |
| Wallace Advisory Group, LLC | 0.14% | Reduce -86.0% | 4,020 | $202K |
| AE Wealth Management LLC | 0.00% | Reduce -59.0% | 2,742 | $138K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,561 | $129K |
| Rothschild Investment LLC | 0.01% | No change | 2,090 | $105K |
| 2UniFi Bank | 0.05% | Add +26.0% | 1,400 | $70K |
| Mather Group, Llc. | 0.00% | No change | 815 | $41K |
| Northwest Capital Management Inc | 0.02% | No change | 798 | $40K |
| Archer Investment Corp | 0.01% | No change | 698 | $35K |
| Harbour Investments, Inc. | 0.00% | Add +91.2% | 174 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 126 | $6K |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.4% | 7 | $352 |
| FMR LLC | 0.00% | Reduce -99.8% | 2 | $101 |
| JPMorgan Chase & Co. | 0.00% | New | 1 | $50 |
"% 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.