Bondbloxx BBG 1 Dur US TreasXONEETF
13F holders, Q1 2024 (March 31)65holders
$49.63avg. 13F price*
At the end of Q1 2024, 65 institutions reported holding Bondbloxx BBG 1 Dur US Treas (XONE) in their 13F filings. The largest holders were Municipal Employees' Retirement System of Michigan ($118.5M), Connectus Wealth, LLC ($41.5M) and AE Wealth Management LLC ($39.1M).
- Company
- Bondbloxx BBG 1 Dur US Treas
- CUSIP
- 09789C861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $8.1M |
| Exits | 17 | $97.3M |
Ownership 65 holders
| Municipal Employees' Retirement System of Michigan | 1.53% | Reduce -47.0% | 2,387,980 | $118.5M |
| Connectus Wealth, LLC | 1.13% | Reduce -6.4% | 835,612 | $41.5M |
| AE Wealth Management LLC | 0.44% | Add +4.6% | 788,806 | $39.1M |
| 3EDGE Asset Management, LP | 1.10% | Reduce -7.4% | 284,605 | $14.1M |
| Orion Porfolio Solutions, LLC | 0.14% | Reduce -4.9% | 264,578 | $13.1M |
| Orion Portfolio Solutions, LLC | 0.14% | Reduce -4.9% | 264,578 | $13.1M |
| HighTower Advisors, LLC | 0.02% | Add +1.4% | 246,130 | $12.2M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 115,646 | $5.7M |
| Relative Value Partners Group, LLC | 0.30% | Reduce -17.8% | 95,461 | $4.8M |
| Cwm, LLC | 0.02% | Add +84.2% | 87,253 | $4.3M |
| Sigma Planning Corp | 0.12% | Add +514.5% | 76,475 | $3.8M |
| Townsquare Capital LLC | 0.05% | Reduce -9.9% | 74,419 | $3.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +252.6% | 74,303 | $3.7M |
| Lloyd Advisory Services, LLC. | 0.78% | Add +479.5% | 74,265 | $3.7M |
| Smart Portfolios, LLC | 3.60% | Reduce -41.3% | 68,798 | $3.4M |
| Strait & Sound Wealth Management LLC | 1.59% | Add +0.6% | 57,609 | $2.8M |
| Financial Guidance Group, Inc. | 1.53% | Reduce -0.8% | 47,613 | $2.4M |
| Aptus Capital Advisors, LLC | 0.05% | New | 47,613 | $2.4M |
| WESPAC Advisors SoCal, LLC | 0.51% | Add +2.6% | 39,497 | $2.0M |
| Bank of America Corp. | 0.00% | Add +32.3% | 38,765 | $1.9M |
| Warren Street Wealth Advisors, LLC | 0.84% | Add +54.7% | 34,222 | $1.7M |
| Exchange Capital Management, Inc. | 0.24% | Add +56.0% | 29,449 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | New | 23,004 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -6.5% | 22,903 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.3% | 22,270 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +71.1% | 19,744 | $980K |
| Argus Investors' Counsel, Inc. | 0.59% | New | 19,219 | $954K |
| Portside Wealth Group, LLC | 0.17% | Reduce -23.2% | 18,289 | $908K |
| World Investment Advisors | 0.12% | New | 16,978 | $843K |
| Shore Point Advisors, LLC | 0.43% | Add +2.2% | 15,096 | $749K |
| Sunbelt Securities, Inc. | 0.07% | New | 13,366 | $663K |
| Tanager Wealth Management LLP | 0.10% | Reduce -96.7% | 12,286 | $610K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.4% | 11,235 | $558K |
| Strategic Blueprint, LLC | 0.04% | Add +14.7% | 10,776 | $535K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +1.5% | 10,586 | $526K |
| Baird Financial Group, Inc. | 0.00% | New | 10,135 | $503K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -2.3% | 9,554 | $474K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.6% | 8,229 | $408K |
| Evergreen Capital Management LLC | 0.01% | New | 8,000 | $397K |
| Middleton & Co. Inc. | 0.04% | New | 7,821 | $388K |
| Thrivent Financial for Lutherans | 0.00% | Add +47.9% | 7,611 | $378K |
| Astoria Portfolio Advisors LLC. | 0.14% | Add +78.1% | 7,176 | $355K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.6% | 6,107 | $303K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -4.1% | 5,765 | $286K |
| Prosperity Consulting Group, LLC | 0.03% | New | 5,295 | $263K |
| UBS Group AG | 0.00% | New | 5,109 | $254K |
| Silver Oak Securities, Incorporated | 0.04% | Add +0.1% | 5,083 | $252K |
| Wallace Advisory Group, LLC | 0.19% | New | 4,951 | $246K |
| FirstPurpose Wealth LLC | 0.09% | Add +1.1% | 4,958 | $245K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -80.7% | 4,667 | $232K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -63.2% | 4,516 | $224K |
| Financial Network Wealth Advisors LLC | 0.21% | Reduce -6.6% | 4,241 | $210K |
| Brass Tax Wealth Management, Inc. | 0.11% | — | 4,140 | $205K |
| Global Retirement Partners, LLC | 0.01% | Add +17.2% | 3,590 | $178K |
| Creekmur Asset Management LLC | 0.06% | Reduce -31.0% | 3,244 | $161K |
| FinTrust Capital Advisors, LLC | 0.01% | New | 1,212 | $60K |
| Fortitude Family Office, LLC | 0.03% | Reduce -5.4% | 858 | $43K |
| Principal Securities, Inc. | 0.00% | No change | 538 | $27K |
| Mather Group, Llc. | 0.00% | New | 324 | $16K |
| Matrix Trust Co | 0.00% | Add +7.3% | 309 | $15K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -100.0% | 200 | $10K |
| Comerica Bank | 0.00% | Reduce -99.2% | 112 | $6K |
| MV Capital Management, Inc. | 0.00% | New | 110 | $5K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 26 | $1K |
| Morgan Stanley | 0.00% | New | 1 | $65 |
"% of holder's portfolio" is XONE's weight in each manager's 13F, not the share of Bondbloxx BBG 1 Dur US Treas the manager owns.