Bondbloxx BBG 1 Dur US TreasXONEETF
13F holders, Q1 2025 (March 31)88holders +1
15new positions
13sold out
1famous investor
$49.72avg. 13F price*
At the end of Q1 2025, 88 institutions reported holding Bondbloxx BBG 1 Dur US Treas (XONE) in their 13F filings, up 1 from Q4 2024. 15 opened new positions and 13 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($118.7M), Bank of America Corp. ($52.8M) and AE Wealth Management LLC ($46.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Bondbloxx BBG 1 Dur US Treas
- CUSIP
- 09789C861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $18.0M |
| Exits | 13 | $83.7M |
All 13F filers, Q4 2024 → Q1 2025: 2,058,000 shares bought and 1,759,829 shares sold, net +298,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Municipal Employees' Retirement System of Michigan | 1.50% | No change | 2,387,980 | $118.7M |
| Bank of America Corp. | 0.00% | Add +61.3% | 1,061,351 | $52.8M |
| AE Wealth Management LLC | 0.39% | Add +22.0% | 935,651 | $46.5M |
| Wells Fargo & Company | 0.01% | Add +63.4% | 478,665 | $23.8M |
| Access Financial Services, Inc. | 7.19% | Add +125.3% | 359,310 | $17.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.4% | 287,720 | $14.3M |
| Morgan Stanley | 0.00% | Add +200.1% | 258,219 | $12.8M |
| Buck Wealth Strategies, LLC | 2.10% | New | 232,919 | $11.6M |
| Astor Investment Management LLC | 6.09% | Add +72.5% | 230,477 | $11.5M |
| Financial Guidance Group, Inc. | 5.35% | Reduce -1.5% | 199,075 | $9.9M |
| Aptus Capital Advisors, LLC | 0.11% | Reduce -1.5% | 199,075 | $9.9M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +6.2% | 192,270 | $9.6M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +6.2% | 192,270 | $9.6M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -2.7% | 180,806 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -19.6% | 167,047 | $8.3M |
| Legacy CG, LLC | 1.53% | Add +222.9% | 95,262 | $4.7M |
| Townsquare Capital LLC | 0.04% | Add +12.7% | 82,887 | $4.1M |
| Warren Street Wealth Advisors, LLC | 1.58% | Add +13.2% | 80,979 | $4.0M |
| Smart Portfolios, LLC | 4.34% | Add +0.8% | 80,335 | $4.0M |
| Atria Investments, Inc | 0.05% | Add +90.2% | 78,468 | $3.9M |
| Nemes Rush Group LLC | 0.47% | Add +46.7% | 74,534 | $3.7M |
| Strait & Sound Wealth Management LLC | 1.69% | Add +9.4% | 73,227 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Add +0.1% | 72,569 | $3.6M |
| Cwm, LLC | 0.01% | Reduce -19.8% | 63,352 | $3.1M |
| Legacy Capital Group California, Inc. | 1.08% | Add +65.2% | 62,459 | $3.1M |
| Farther Finance Advisors, LLC | 0.07% | Add +187.6% | 59,031 | $2.9M |
| Cetera Investment Advisers | 0.01% | Add +22.7% | 56,938 | $2.8M |
| Exchange Capital Management, Inc. | 0.45% | Add +4.3% | 55,922 | $2.8M |
| Tounjian Advisory Partners, LLC | 0.49% | — | 52,766 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +21.5% | 50,433 | $2.5M |
| Jane Street Group, LLC | 0.00% | New | 37,467 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +135.8% | 36,622 | $1.8M |
| Tanager Wealth Management LLP | 0.21% | Reduce -1.9% | 32,261 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +5.7% | 31,960 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +18.4% | 31,887 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.5% | 28,297 | $1.4M |
| MML Investors Services, LLC | 0.00% | New | 27,329 | $1.4M |
| Regal Investment Advisors LLC | 0.10% | Add +19.0% | 24,766 | $1.2M |
| IFP Advisors, Inc | 0.04% | Add +62.1% | 23,080 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | Add +4.9% | 21,237 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.29% | Add +116.0% | 17,344 | $861K |
| Susquehanna International Group, LLP | 0.00% | Add +299.9% | 16,707 | $831K |
| GeoWealth Management, LLC | 0.03% | Add +70.7% | 16,208 | $806K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | New | 16,065 | $799K |
| Laurel Wealth Advisors LLC | 0.12% | Add +62.5% | 15,510 | $771K |
| Legacy Capital Wealth Partners, LLC | 0.17% | Add +79.3% | 13,509 | $672K |
| Sunbelt Securities, Inc. | 0.06% | No change | 13,366 | $665K |
| CreativeOne Wealth, LLC | 0.02% | Add +81.3% | 13,212 | $657K |
| World Investment Advisors | 0.02% | Add +12.3% | 12,796 | $636K |
| Citadel Advisors | 0.00% | New | 11,658 | $580K |
| Diversify Wealth Management, LLC | 0.04% | Add +23.6% | 11,444 | $569K |
| Argus Investors' Counsel, Inc. | 0.43% | Add +4.5% | 11,356 | $565K |
| Crew Capital Management, Ltd | 0.44% | Add +4.2% | 10,738 | $534K |
| Holcombe Financial, Inc. | 0.43% | New | 10,472 | $521K |
| BlackDiamond Wealth Management, LLC | 0.35% | Reduce -21.2% | 10,347 | $512K |
| Osaic Holdings, Inc. | 0.00% | Add +680.5% | 9,686 | $482K |
| Vermillion & White Wealth Management Group, LLC | 0.33% | New | 9,238 | $459K |
| Advisory Services Network, LLC | 0.01% | Add +78.7% | 8,529 | $424K |
| DAVENPORT & Co LLC | 0.00% | Add +78.3% | 8,424 | $419K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +10.9% | 7,629 | $379K |
| Axxcess Wealth Management, LLC | 0.01% | Add +70.2% | 7,460 | $371K |
| Bank of New York Mellon Corp | 0.00% | Add +67.6% | 7,313 | $364K |
| Silver Oak Securities, Incorporated | 0.03% | Add +27.4% | 7,131 | $355K |
| Kestra Advisory Services, LLC | 0.00% | Add +68.5% | 6,937 | $345K |
| Fourpath Capital Management, LLC | 0.06% | New | 6,725 | $334K |
| LPL Financial LLC | 0.00% | Add +1.6% | 6,437 | $320K |
| Measured Risk Portfolios, Inc. | 0.28% | Add +41.5% | 5,296 | $263K |
| Formidable Asset Management, LLC | 0.04% | Add +7.4% | 5,191 | $258K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -5.0% | 5,060 | $251K |
| Howard Bailey Securities, LLC | 0.08% | New | 5,037 | $250K |
| Raleigh Capital Management Inc. | 0.11% | Add +80.4% | 4,921 | $245K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.0% | 4,605 | $229K |
| Lloyd Advisory Services, LLC. | 0.11% | New | 4,357 | $217K |
| Brass Tax Wealth Management, Inc. | 0.04% | No change | 4,280 | $213K |
| Geneos Wealth Management Inc. | 0.01% | Add +18.1% | 3,982 | $198K |
| Royal Bank of Canada | 0.00% | Reduce -41.5% | 2,930 | $146K |
| Creekmur Asset Management LLC | 0.03% | No change | 2,680 | $133K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Add +124.3% | 940 | $47K |
| Burkett Financial Services, LLC | 0.01% | New | 642 | $32K |
| Pineridge Advisors LLC | 0.01% | Add +1.1% | 626 | $31K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 367 | $18K |
| MAI Capital Management | 0.00% | No change | 365 | $18K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -53.3% | 352 | $18K |
| Beacon Capital Management, LLC | 0.00% | New | 308 | $15K |
| First Horizon Advisors, Inc. | 0.00% | No change | 301 | $15K |
| Rossby Financial, LCC | 0.00% | New | 59 | $3K |
| Eastern Bank | 0.00% | New | 42 | $2K |
| Capital A Wealth Management, LLC | 0.00% | New | 3 | $149 |
"% 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.