Bondbloxx BBG 7 YR US TreasXSVNETF
13F holders, Q2 2024 (June 30)41holders +9
10new positions
3sold out
$47.00avg. 13F price*
At the end of Q2 2024, 41 institutions reported holding Bondbloxx BBG 7 YR US Treas (XSVN) in their 13F filings, up 9 from Q1 2024. 10 opened new positions and 3 sold out. The largest holders were Diversified, LLC ($33.1M), Gradient Investments LLC ($22.8M) and Municipal Employees' Retirement System of Michigan ($19.0M).
- Company
- Bondbloxx BBG 7 YR US Treas
- CUSIP
- 09789C820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $15.3M |
| Exits | 3 | $3.4M |
All 13F filers, Q1 2024 → Q2 2024: 490,443 shares bought and 252,245 shares sold, net +238,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Diversified, LLC | 3.89% | Add +3.0% | 704,061 | $33.1M |
| Gradient Investments LLC | 0.51% | Reduce -4.8% | 485,949 | $22.8M |
| Municipal Employees' Retirement System of Michigan | 0.26% | No change | 403,857 | $19.0M |
| Wells Fargo & Company | 0.00% | Reduce -5.2% | 311,379 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +62.8% | 215,534 | $10.1M |
| Executive Wealth Management, LLC | 1.38% | New | 160,636 | $7.5M |
| Astor Investment Management LLC | 3.32% | Reduce -11.8% | 153,634 | $7.2M |
| WealthPlan Investment Management, LLC | 1.01% | Add +4.0% | 141,354 | $6.6M |
| WealthPLAN Partners, LLC | 0.42% | Reduce -4.5% | 83,978 | $3.9M |
| 3EDGE Asset Management, LP | 0.27% | Reduce -32.9% | 73,564 | $3.5M |
| Flow Traders U.S. LLC | 0.13% | New | 53,982 | $2.5M |
| Lido Advisors, LLC | 0.02% | Reduce -3.7% | 52,162 | $2.5M |
| Legacy Capital Group California, Inc. | 0.79% | Add +44.5% | 46,731 | $2.2M |
| Armstrong Advisory Group, Inc. | 0.19% | Reduce -61.4% | 46,418 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +0.9% | 45,397 | $2.1M |
| HighTower Advisors, LLC | 0.00% | New | 43,110 | $2.0M |
| Brown Financial Advisors | 0.90% | — | 43,051 | $2.0M |
| Mattson Financial Services, LLC | 0.72% | — | 42,906 | $2.0M |
| Bank of America Corp. | 0.00% | Add +3326.9% | 34,063 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 32,974 | $1.5M |
| Cetera Investment Advisers | 0.00% | New | 24,124 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +12.3% | 23,157 | $1.1M |
| GeoWealth Management, LLC | 0.03% | Add +37.1% | 15,027 | $706K |
| AE Wealth Management LLC | 0.01% | Add +4.3% | 14,671 | $690K |
| Legacy Capital Wealth Partners, LLC | 0.10% | New | 8,367 | $393K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -23.4% | 5,672 | $267K |
| Advisory Services Network, LLC | 0.00% | Reduce -0.6% | 5,090 | $239K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.3% | 4,866 | $229K |
| DAVENPORT & Co LLC | 0.00% | No change | 4,642 | $218K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.9% | 4,600 | $216K |
| Sigma Planning Corp | 0.01% | Add +4.3% | 4,417 | $208K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.3% | 4,383 | $206K |
| Raleigh Capital Management Inc. | 0.06% | Add +0.4% | 3,012 | $142K |
| Fortitude Family Office, LLC | 0.05% | Reduce -36.7% | 1,754 | $82K |
| Osaic Holdings, Inc. | 0.00% | Add +1116.7% | 1,387 | $65K |
| First Horizon Advisors, Inc. | 0.00% | New | 648 | $30K |
| Mather Group, Llc. | 0.00% | New | 596 | $28K |
| Harbour Investments, Inc. | 0.00% | Reduce -50.6% | 298 | $14K |
| Morgan Stanley | 0.00% | New | 93 | $4K |
| Aspire Private Capital, LLC | 0.00% | Add +1.5% | 68 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 13 | $611 |
"% of holder's portfolio" is XSVN's weight in each manager's 13F, not the share of Bondbloxx BBG 7 YR US Treas the manager owns.