Bondbloxx BBG 1 Dur US TreasXONEETF
13F holders, Q2 2025 (June 30)84holders −4
18new positions
8sold out
$49.63avg. 13F price*
At the end of Q2 2025, 84 institutions reported holding Bondbloxx BBG 1 Dur US Treas (XONE) in their 13F filings, down 4 from Q1 2025. 18 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($70.4M), Municipal Employees' Retirement System of Michigan ($58.5M) and AE Wealth Management LLC ($52.3M).
- Company
- Bondbloxx BBG 1 Dur US Treas
- CUSIP
- 09789C861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $73.4M |
| Exits | 8 | $2.6M |
All 13F filers, Q1 2025 → Q2 2025: 2,668,814 shares bought and 2,100,921 shares sold, net +567,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Bank of America Corp. | 0.01% | Add +33.6% | 1,418,134 | $70.4M |
| Municipal Employees' Retirement System of Michigan | 0.70% | Reduce -50.6% | 1,178,547 | $58.5M |
| AE Wealth Management LLC | 0.38% | Add +12.7% | 1,054,535 | $52.3M |
| Focus Partners Wealth | 0.08% | New | 724,205 | $35.9M |
| Smith, Moore & Co. | 2.07% | New | 497,139 | $24.7M |
| Access Financial Services, Inc. | 8.53% | Add +26.6% | 454,694 | $22.6M |
| Morgan Stanley | 0.00% | Add +49.0% | 384,673 | $19.1M |
| Buck Wealth Strategies, LLC | 2.17% | Add +23.0% | 286,565 | $14.2M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +7.8% | 207,294 | $10.3M |
| Legacy CG, LLC | 2.77% | Add +96.3% | 187,026 | $9.3M |
| Tanager Wealth Management LLP | 1.08% | Add +474.1% | 185,219 | $9.2M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -1.8% | 177,587 | $8.8M |
| Financial Guidance Group, Inc. | 3.86% | Reduce -19.6% | 160,024 | $7.9M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -19.6% | 160,024 | $7.9M |
| Nemes Rush Group LLC | 0.61% | Add +51.6% | 113,004 | $5.6M |
| NewEdge Advisors, LLC | 0.03% | Add +176.6% | 101,277 | $5.0M |
| Empowered Funds, LLC | 0.06% | New | 98,400 | $4.9M |
| Warren Street Wealth Advisors, LLC | 1.54% | Add +15.4% | 93,431 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -69.9% | 86,650 | $4.3M |
| Strait & Sound Wealth Management LLC | 1.70% | Add +10.2% | 80,700 | $4.0M |
| Syon Capital LLC | 0.26% | New | 80,072 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.9% | 71,888 | $3.6M |
| Smart Portfolios, LLC | 3.16% | Reduce -21.4% | 63,142 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -65.3% | 57,906 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.6% | 56,301 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -2.6% | 55,437 | $2.8M |
| Exchange Capital Management, Inc. | 0.38% | Reduce -8.9% | 50,949 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +170.0% | 45,109 | $2.2M |
| Tounjian Advisory Partners, LLC | 0.38% | Reduce -24.6% | 39,788 | $2.0M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -40.8% | 34,945 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +6.7% | 34,012 | $1.7M |
| IFP Advisors, Inc | 0.04% | Add +36.4% | 31,473 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +13.6% | 31,048 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce -8.9% | 29,102 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -4.5% | 27,009 | $1.3M |
| Regal Investment Advisors LLC | 0.08% | Reduce -12.3% | 21,727 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -0.5% | 21,137 | $1.0M |
| Quantinno Capital Management LP | 0.00% | New | 20,012 | $993K |
| Sugar Maple Asset Management, LLC | 0.74% | New | 19,001 | $943K |
| Laurel Wealth Advisors LLC | 0.13% | Add +12.7% | 17,480 | $868K |
| Cwm, LLC | 0.00% | Reduce -72.8% | 17,255 | $856K |
| Jane Street Group, LLC | 0.00% | Reduce -59.3% | 15,236 | $756K |
| eCIO, Inc. | 0.32% | New | 15,147 | $752K |
| Astoria Portfolio Advisors LLC. | 0.20% | Reduce -18.9% | 14,064 | $696K |
| Diversify Wealth Management, LLC | 0.04% | Add +17.7% | 13,465 | $667K |
| Sunbelt Securities, Inc. | 0.06% | No change | 13,366 | $662K |
| Argus Investors' Counsel, Inc. | 0.40% | No change | 11,356 | $564K |
| BlackDiamond Wealth Management, LLC | 0.30% | Add +0.0% | 10,349 | $512K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +17.8% | 8,989 | $446K |
| Holcombe Financial, Inc. | 0.33% | Reduce -14.6% | 8,941 | $444K |
| Silver Oak Securities, Incorporated | 0.03% | Add +13.9% | 8,122 | $403K |
| World Investment Advisors | 0.01% | Reduce -40.9% | 7,567 | $376K |
| Vermillion & White Wealth Management Group, LLC | 0.21% | Reduce -27.9% | 6,658 | $330K |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 6,219 | $309K |
| Legacy Capital Group California, Inc. | 0.08% | Reduce -90.8% | 5,759 | $286K |
| Raymond James Financial Inc. | 0.00% | New | 5,587 | $277K |
| Flow Traders U.S. LLC | 0.01% | New | 5,546 | $275K |
| Measured Risk Portfolios, Inc. | 0.30% | Add +1.7% | 5,388 | $267K |
| Formidable Asset Management, LLC | 0.04% | No change | 5,191 | $258K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -3.1% | 4,902 | $243K |
| Kingdom Financial Group LLC. | 0.20% | New | 4,671 | $232K |
| Harvest Investment Services, LLC | 0.05% | New | 4,500 | $223K |
| Brookstone Capital Management | 0.00% | New | 4,333 | $215K |
| Brass Tax Wealth Management, Inc. | 0.04% | No change | 4,280 | $212K |
| Global Retirement Partners, LLC | 0.00% | — | 3,905 | $194K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.9% | 3,389 | $168K |
| Creekmur Asset Management LLC | 0.02% | No change | 2,680 | $133K |
| Royal Bank of Canada | 0.00% | Reduce -27.3% | 2,130 | $106K |
| Osaic Holdings, Inc. | 0.00% | Reduce -86.2% | 1,334 | $66K |
| Pineridge Advisors LLC | 0.01% | Add +1.3% | 634 | $31K |
| Ameritas Advisory Services, LLC | 0.00% | New | 538 | $27K |
| Beacon Capital Management, LLC | 0.00% | Add +25.3% | 386 | $19K |
| 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% | No change | 352 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -77.9% | 208 | $10K |
| Capital A Wealth Management, LLC | 0.11% | Add +6600.0% | 201 | $10K |
| UBS Group AG | 0.00% | New | 164 | $8K |
| Comerica Bank | 0.00% | New | 149 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 138 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 59 | $3K |
| Astor Investment Management LLC | 0.00% | Reduce -100.0% | 51 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 29 | $1K |
| US Bancorp \de | 0.00% | New | 9 | $447 |
"% 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.