Bondbloxx BBG 6 MTH US TreasXHLFETF
13F holders, Q2 2025 (June 30)138holders +31
25new positions
8sold out
$50.34avg. 13F price*
At the end of Q2 2025, 138 institutions reported holding Bondbloxx BBG 6 MTH US Treas (XHLF) in their 13F filings, up 31 from Q1 2025. 25 opened new positions and 8 sold out. The largest holders were Potomac Fund Management Inc. ($217.2M), Q3 Asset Management ($172.7M) and Carrera Capital Advisors ($113.5M).
- Company
- Bondbloxx BBG 6 MTH US Treas
- CUSIP
- 09789C788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $519.9M |
| Exits | 8 | $6.4M |
All 13F filers, Q1 2025 → Q2 2025: 11,763,555 shares bought and 1,287,026 shares sold, net +10,476,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| Potomac Fund Management Inc. | 12.41% | New | 4,314,654 | $217.2M |
| Q3 Asset Management | 61.00% | New | 3,431,390 | $172.7M |
| Carrera Capital Advisors | 22.85% | Add +16.5% | 2,253,953 | $113.5M |
| Tanager Wealth Management LLP | 13.07% | Reduce -1.3% | 2,202,075 | $110.9M |
| Pineridge Advisors LLC | 34.90% | Add +3.2% | 1,912,761 | $96.3M |
| Total Investment Management Inc. | 13.54% | New | 1,860,740 | $93.7M |
| a16z Perennial Management, L.P. | 5.79% | No change | 1,392,000 | $70.1M |
| 3EDGE Asset Management, LP | 2.67% | Reduce -11.9% | 852,643 | $42.9M |
| Bank of America Corp. | 0.00% | Reduce -11.9% | 631,056 | $31.8M |
| SoundView Advisors Inc. | 9.48% | Add +3.8% | 510,955 | $25.7M |
| Bank of Montreal | 0.01% | Add +8.6% | 506,391 | $25.5M |
| Wells Fargo & Company | 0.01% | Add +5.4% | 470,111 | $23.7M |
| Municipal Employees' Retirement System of Michigan | 0.27% | No change | 448,334 | $22.6M |
| Morgan Stanley | 0.00% | Add +334.8% | 357,274 | $18.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +1215.1% | 347,553 | $17.5M |
| JDM Financial Group LLC | 5.99% | Reduce -28.4% | 252,185 | $12.7M |
| Advisors Preferred, LLC | 1.98% | No change | 239,600 | $12.0M |
| Astor Investment Management LLC | 5.81% | New | 213,466 | $10.7M |
| MML Investors Services, LLC | 0.03% | Reduce -12.3% | 202,057 | $10.2M |
| Aptus Capital Advisors, LLC | 0.10% | Reduce -5.5% | 194,878 | $9.8M |
| Blume Capital Management, Inc. | 1.97% | Reduce -10.6% | 192,260 | $9.7M |
| Guardian Wealth Advisors, LLC / NC | 0.65% | Reduce -5.5% | 184,541 | $9.3M |
| Stadion Money Management, LLC | 0.72% | Reduce -3.7% | 175,660 | $8.8M |
| Evergreen Capital Management LLC | 0.26% | Add +24.8% | 171,911 | $8.7M |
| NorthCoast Asset Management LLC | 0.04% | Add +7.3% | 162,327 | $8.2M |
| Sigma Planning Corp | 0.24% | Add +4.5% | 160,433 | $8.1M |
| Strait & Sound Wealth Management LLC | 3.16% | Reduce -5.9% | 147,788 | $7.4M |
| Laurel Wealth Advisors LLC | 0.98% | Add +8.8% | 130,280 | $6.6M |
| Signal Advisors Wealth, LLC | 0.49% | Add +64.9% | 124,793 | $6.3M |
| Diversify Wealth Management, LLC | 0.39% | Add +7.0% | 124,570 | $6.3M |
| Stifel Financial Corp. | 0.01% | New | 119,986 | $6.0M |
| Warren Street Wealth Advisors, LLC | 1.75% | Add +12.8% | 104,827 | $5.3M |
| Hobbs Group Advisors, LLC | 1.72% | Add +1.0% | 99,728 | $5.0M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -0.1% | 89,496 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.6% | 89,416 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +501.7% | 87,284 | $4.4M |
| Encompass More Asset Management | 0.94% | Add +7.8% | 79,697 | $4.0M |
| Measured Risk Portfolios, Inc. | 4.33% | Reduce -13.4% | 76,892 | $3.9M |
| Atria Investments, Inc | 0.04% | Add +2.5% | 74,966 | $3.8M |
| Oliver Luxxe Assets LLC | 0.64% | Add +8.1% | 71,274 | $3.6M |
| Cary Street Partners Financial LLC | 0.09% | Add +8.0% | 65,737 | $3.3M |
| Stonebrook Private Inc. | 0.76% | Add +10.0% | 64,761 | $3.3M |
| Legacy Capital Group California, Inc. | 0.86% | New | 61,968 | $3.1M |
| Portside Wealth Group, LLC | 0.40% | Add +0.7% | 54,046 | $2.7M |
| Empowered Funds, LLC | 0.03% | New | 49,768 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 45,246 | $2.3M |
| Matrix Trust Co | 0.33% | Add +62.9% | 41,667 | $2.1M |
| Able Wealth Management LLC | 1.01% | Add +40.1% | 39,635 | $2.0M |
| Fullcircle Wealth LLC | 0.68% | New | 36,520 | $1.8M |
| Syon Capital LLC | 0.11% | New | 33,350 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +64.9% | 32,786 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.6% | 31,110 | $1.6M |
| Sweeney & Michel, LLC | 0.53% | Reduce -1.1% | 29,801 | $1.5M |
| Sugar Maple Asset Management, LLC | 1.15% | Add +7.3% | 29,399 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -60.5% | 29,376 | $1.5M |
| Acorn Financial Advisory Services Inc. | 0.24% | Add +22.5% | 29,101 | $1.5M |
| Running Point Capital Advisors, LLC | 0.39% | Add +0.7% | 27,727 | $1.4M |
| Maridea Wealth Management LLC | 0.33% | New | 25,381 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 25,098 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -11.8% | 24,732 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +787.8% | 24,342 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +321.4% | 22,185 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +309642.9% | 21,682 | $1.1M |
| W1M Asset Management Ltd | 0.08% | New | 20,908 | $1.1M |
| Bulwark Capital Corp | 0.86% | — | 20,339 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.07% | New | 20,304 | $1.0M |
| Quantinno Capital Management LP | 0.00% | New | 19,908 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +141.2% | 19,796 | $997K |
| STAR Financial Bank | 0.49% | Add +4.5% | 15,314 | $771K |
| GeoWealth Management, LLC | 0.03% | Add +0.8% | 15,225 | $766K |
| Silver Oak Securities, Incorporated | 0.06% | Add +110.9% | 14,290 | $719K |
| HBW Advisory Services LLC | 0.09% | New | 13,961 | $703K |
| Holcombe Financial, Inc. | 0.51% | Reduce -18.7% | 13,450 | $677K |
| Focus Partners Wealth | 0.00% | New | 13,031 | $656K |
| CreativeOne Wealth, LLC | 0.02% | Add +3.9% | 12,791 | $644K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -13.2% | 12,716 | $640K |
| Valmark Advisers, Inc. | 0.01% | Add +27.4% | 12,050 | $607K |
| Exchange Capital Management, Inc. | 0.09% | Reduce -51.1% | 11,692 | $589K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +109.1% | 11,500 | $579K |
| &partners | 0.00% | New | 10,652 | $536K |
| Corient Private Wealth LP | 0.00% | New | 10,408 | $524K |
| Jane Street Group, LLC | 0.00% | New | 10,342 | $521K |
| Argus Investors' Counsel, Inc. | 0.37% | Reduce -18.7% | 10,281 | $518K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Reduce -18.8% | 10,216 | $514K |
| WT Wealth Management | 0.15% | Reduce -37.8% | 10,167 | $512K |
| Financial Network Wealth Advisors LLC | 0.61% | Add +5.0% | 9,982 | $502K |
| Financial Guidance Group, Inc. | 0.23% | No change | 9,600 | $483K |
| BlackDiamond Wealth Management, LLC | 0.27% | Reduce -0.1% | 9,216 | $463K |
| Ellis Investment Partners, LLC | 0.09% | Add +21.3% | 9,183 | $462K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -91.6% | 9,146 | $460K |
| Gibbs Wealth Management | 0.08% | Reduce -2.3% | 8,614 | $434K |
| Certior Financial Group, LLC | 0.33% | Reduce -0.9% | 8,572 | $432K |
| DAVENPORT & Co LLC | 0.00% | Add +6.6% | 8,363 | $421K |
| Sowell Financial Services LLC | 0.02% | No change | 8,352 | $420K |
| Middleton & Co. Inc. | 0.05% | No change | 8,000 | $403K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -0.5% | 7,761 | $391K |
| LPL Financial LLC | 0.00% | Add +38.8% | 7,640 | $385K |
| Oregon Pacific Wealth Management, LLC | 0.36% | Reduce -6.9% | 7,514 | $378K |
| Axxcess Wealth Management, LLC | 0.01% | Add +6.0% | 7,371 | $371K |
| Advyzon Investment Management, LLC | 0.08% | Add +14.4% | 7,039 | $354K |
| Raymond James Financial Inc. | 0.00% | Reduce -30.0% | 7,005 | $353K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 6,757 | $340K |
| Private Advisory Group LLC | 0.03% | Reduce -86.6% | 6,588 | $332K |
| Belpointe Asset Management LLC | 0.01% | Add +3.6% | 6,441 | $324K |
| International Assets Investment Management, LLC | 0.03% | New | 6,355 | $320K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -4.6% | 6,296 | $317K |
| Truist Financial Corp. | 0.00% | Add +2.2% | 6,263 | $315K |
| Bank Ozk | 0.12% | No change | 6,106 | $307K |
| Garde Capital, Inc. | 0.01% | Reduce -96.0% | 5,516 | $278K |
| Townsquare Capital LLC | 0.03% | Reduce -98.5% | 5,360 | $270K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -42.6% | 5,069 | $255K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -21.9% | 5,050 | $254K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -5.3% | 4,980 | $251K |
| Inspire Advisors, LLC | 0.03% | New | 4,859 | $245K |
| Etesian Wealth Advisors, Inc. | 0.09% | Reduce -25.4% | 4,776 | $240K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.1% | 4,755 | $239K |
| Global Retirement Partners, LLC | 0.01% | — | 4,568 | $230K |
| Howard Bailey Securities, LLC | 0.07% | Reduce -2.9% | 4,558 | $229K |
| Palo Alto Wealth Advisors, LLC | 0.09% | Reduce -34.7% | 4,485 | $226K |
| Raleigh Capital Management Inc. | 0.09% | Reduce -4.3% | 4,389 | $221K |
| Traub Capital Management LLC | 0.20% | — | 4,340 | $218K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -4.6% | 4,270 | $215K |
| Fourpath Capital Management, LLC | 0.03% | Reduce -34.0% | 4,136 | $208K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -43.3% | 4,030 | $203K |
| Reyes Financial Architecture, Inc. | 0.16% | New | 3,788 | $191K |
| Geneos Wealth Management Inc. | 0.00% | Add +2861.1% | 3,731 | $188K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,561 | $129K |
| Rothschild Investment LLC | 0.01% | No change | 2,090 | $105K |
| UBS Group AG | 0.00% | Reduce -65.8% | 1,988 | $100K |
| 2UniFi Bank | 0.04% | No change | 1,400 | $70K |
| Nemes Rush Group LLC | 0.01% | New | 994 | $50K |
| Northwest Capital Management Inc | 0.02% | No change | 798 | $40K |
| Quest 10 Wealth Builders, Inc. | 0.03% | New | 704 | $35K |
| Archer Investment Corp | 0.01% | No change | 698 | $35K |
| FMR LLC | 0.00% | Add +31450.0% | 631 | $32K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 175 | $9K |
| IFP Advisors, Inc | 0.00% | New | 100 | $5K |
| JPMorgan Chase & Co. | 0.00% | No change | 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.