Bondbloxx BBG 1 Dur US TreasXONEETF
13F holders, Q1 2026 (March 31)99holders +2
18new positions
17sold out
1famous investor
$49.52avg. 13F price*
At the end of Q1 2026, 99 institutions reported holding Bondbloxx BBG 1 Dur US Treas (XONE) in their 13F filings, up 2 from Q4 2025. 18 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($99.1M), AE Wealth Management LLC ($60.5M) and Smith, Moore & Co. ($44.4M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $4.0M |
| Exits | 17 | $72.1M |
All 13F filers, Q4 2025 → Q1 2026: 966,707 shares bought and 1,780,460 shares sold, net −813,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Bank of America Corp. | 0.01% | Add +4.9% | 2,002,123 | $99.1M |
| AE Wealth Management LLC | 0.33% | Add +5.0% | 1,221,856 | $60.5M |
| Smith, Moore & Co. | 3.23% | Add +12.1% | 896,693 | $44.4M |
| Focus Partners Wealth | 0.04% | Add +2.7% | 815,058 | $40.4M |
| Tanager Wealth Management LLP | 2.67% | Add +45.8% | 556,988 | $27.6M |
| Access Financial Services, Inc. | 8.27% | Add +9.1% | 470,955 | $23.3M |
| Buck Wealth Strategies, LLC | 1.94% | Add +21.6% | 317,960 | $15.7M |
| Nemes Rush Group LLC | 1.17% | Add +24.9% | 248,562 | $12.3M |
| Cetera Investment Advisers | 0.01% | Add +22.6% | 222,999 | $11.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +27.6% | 188,386 | $9.3M |
| Morgan Stanley | 0.00% | Reduce -24.6% | 183,354 | $9.1M |
| Empowered Funds, LLC | 0.06% | Add +12.8% | 174,600 | $8.6M |
| Financial Guidance Group, Inc. | 2.61% | Reduce -0.3% | 131,157 | $6.5M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -0.3% | 131,157 | $6.5M |
| eCIO, Inc. | 2.70% | Add +58.5% | 124,211 | $6.2M |
| Warren Street Wealth Advisors, LLC | 1.46% | Reduce -2.6% | 114,873 | $5.7M |
| S&A Financial Services, Inc. | 3.31% | — | 97,386 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -40.2% | 92,793 | $4.6M |
| North Forty Two & Co. | 4.12% | Add +9.8% | 90,005 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.1% | 89,835 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +14.6% | 83,366 | $4.1M |
| Strait & Sound Wealth Management LLC | 1.38% | Reduce -7.8% | 73,030 | $3.6M |
| Lido Advisors, LLC | 0.01% | Add +1.1% | 68,650 | $3.4M |
| Compass Financial Group, Inc. (Ohio) | 2.43% | Reduce -47.7% | 67,057 | $3.3M |
| Smart Portfolios, LLC | 3.26% | Add +6.0% | 65,970 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.7% | 63,872 | $3.2M |
| Spectrum Advisors, Inc. | 2.17% | — | 55,360 | $2.7M |
| Laurel Wealth Advisors LLC | 0.26% | Add +34.2% | 52,265 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -31.1% | 49,515 | $2.5M |
| Courier Capital LLC | 0.13% | Add +338.6% | 47,455 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +10.4% | 46,643 | $2.3M |
| Mendel Money Management | 0.83% | Add +22.0% | 39,882 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +31.7% | 31,254 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +3.4% | 30,435 | $1.5M |
| GatePass Capital, LLC | 0.71% | Reduce -10.5% | 29,100 | $1.4M |
| Bulwark Capital Corp | 0.77% | New | 25,252 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +19.1% | 24,998 | $1.2M |
| Legacy CG, LLC | 0.33% | Reduce -71.2% | 24,297 | $1.2M |
| IFP Advisors, Inc | 0.02% | Add +6.1% | 22,663 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -3.0% | 22,504 | $1.1M |
| Sugar Maple Asset Management, LLC | 0.67% | Add +7.7% | 22,204 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +4.8% | 20,967 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +12.8% | 20,287 | $1.0M |
| Cary Street Partners Financial LLC | 0.02% | Reduce -1.1% | 18,462 | $914K |
| Royal Bank of Canada | 0.00% | Add +543.1% | 17,370 | $860K |
| EP Wealth Advisors, LLC | 0.00% | Add +103.0% | 16,970 | $840K |
| ZEGA Investments, LLC | 0.15% | Reduce -2.1% | 16,398 | $812K |
| Cwm, LLC | 0.00% | Reduce -2.8% | 14,800 | $733K |
| MML Investors Services, LLC | 0.00% | Reduce -50.0% | 14,524 | $719K |
| Tounjian Advisory Partners, LLC | 0.25% | Reduce -9.0% | 13,988 | $693K |
| Harvest Investment Services, LLC | 0.13% | Add +12.6% | 13,925 | $690K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -4.8% | 13,751 | $681K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -0.1% | 13,501 | $668K |
| Jane Street Group, LLC | 0.00% | Reduce -47.0% | 13,107 | $649K |
| Citadel Advisors | 0.00% | Add +81.6% | 11,666 | $578K |
| BlackDiamond Wealth Management, LLC | 0.28% | Add +4.4% | 11,589 | $574K |
| Mutual Advisors, LLC | 0.01% | New | 11,543 | $572K |
| Regal Investment Advisors LLC | 0.03% | Reduce -38.0% | 10,904 | $540K |
| Astoria Portfolio Advisors LLC. | 0.11% | Reduce -0.0% | 10,820 | $536K |
| DUTCH ASSET Corp | 0.33% | No change | 10,000 | $495K |
| Peak Financial Advisors LLC | 0.22% | New | 10,000 | $495K |
| HRT Financial LP | 0.00% | New | 9,944 | $492K |
| Silver Oak Securities, Incorporated | 0.03% | Add +3.9% | 8,417 | $417K |
| Vermillion & White Wealth Management Group, LLC | 0.22% | Add +0.3% | 7,765 | $385K |
| Formidable Asset Management, LLC | 0.06% | Add +0.0% | 7,454 | $369K |
| LPL Financial LLC | 0.00% | Reduce -31.6% | 7,392 | $366K |
| Holcombe Financial, Inc. | 0.20% | Reduce -2.9% | 6,765 | $335K |
| Inspire Advisors, LLC | 0.02% | New | 5,999 | $297K |
| Csenge Advisory Group | 0.01% | Add +15.7% | 5,971 | $296K |
| Purpose Unlimited Inc. | 0.01% | Reduce -70.2% | 5,273 | $261K |
| Summitpoint Capital Management | 0.33% | — | 5,256 | $260K |
| Ellis Investment Partners, LLC | 0.04% | New | 4,799 | $238K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.9% | 4,678 | $232K |
| Capital Investment Counsel, LLC | 0.03% | New | 4,650 | $230K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,451 | $220K |
| Measured Risk Portfolios, Inc. | 0.24% | Reduce -3.1% | 4,375 | $217K |
| Waverly Advisors, LLC | 0.00% | No change | 4,280 | $212K |
| Legacy Capital Group California, Inc. | 0.08% | Reduce -16.7% | 4,197 | $208K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -11.7% | 1,946 | $96K |
| Beacon Capital Management, Inc. | 0.01% | Add +129.1% | 1,908 | $94K |
| Rothschild Investment LLC | 0.00% | New | 1,800 | $89K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,379 | $68K |
| Osaic Holdings, Inc. | 0.00% | Add +2.3% | 1,189 | $59K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +73.6% | 401 | $20K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 367 | $18K |
| Key Capital Management, INC | 0.01% | New | 236 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 213 | $11K |
| Wells Fargo & Company | 0.00% | Add +34.8% | 151 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.3% | 144 | $7K |
| Signature Equity Partners, LLC | 0.00% | New | 125 | $6K |
| Evolution Wealth Management Inc. | 0.00% | No change | 114 | $6K |
| Peck Wealth Management, LLC | 0.01% | No change | 100 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | New | 99 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 59 | $3K |
| Mather Group, Llc. | 0.00% | New | 52 | $3K |
| Ascentis Independent Advisors | 0.00% | New | 50 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 10 | $496 |
| Parallel Advisors, LLC | 0.00% | New | 9 | $446 |
| Sound Income Strategies, LLC | 0.00% | New | 9 | $444 |
"% 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.