Bondbloxx Usd HY Bond F REITXHYFETF

13F holders, Q2 2025 (June 30)
8holders +3
3new positions
0sold out
$38.03avg. 13F price*

At the end of Q2 2025, 8 institutions reported holding Bondbloxx Usd HY Bond F REIT (XHYF) in their 13F filings, up 3 from Q1 2025. 3 opened new positions and 0 sold out. The largest holders were Adventist Health System Sunbelt Healthcare Corp. ($28.2M), Cambridge Investment Research Advisors, Inc. ($1.4M) and Concurrent Investment Advisors, LLC ($652K).

Company
Bondbloxx Usd HY Bond F REIT
CUSIP
09789C309
Latest filing quarter
Q1 2026

History

Number of 13F holders

0246810 Q1 2024: 2Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 2Q4 2024Q1 2025: 5Q1 2025Q2 2025: 8Q2 2025Q3 2025: 8Q3 2025Q4 2025: 7Q4 2025Q1 2026: 9Q1 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$679K
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 17,853 shares bought and 652,617 shares sold, net −634,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Adventist Health System Sunbelt Healthcare Corp. 2.17% Reduce -46.5% 741,700 $28.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.3% 37,038 $1.4M
Concurrent Investment Advisors, LLC 0.01% New 17,147 $652K
JPMorgan Chase & Co. 0.00% Reduce -30.3% 8,369 $318K
Partners Wealth Management, LLC 0.35% Reduce -1.6% 8,255 $308K
UBS Group AG 0.00% New 438 $17K
Raymond James Financial Inc. 0.00% New 268 $10K
Morgan Stanley 0.00% No change 1 $42

"% of holder's portfolio" is XHYF's weight in each manager's 13F, not the share of Bondbloxx Usd HY Bond F REIT the manager owns.