Bondbloxx BBG 7 YR US TreasXSVNETF
13F holders, Q4 2024 (December 31)26holders −18
4new positions
21sold out
$46.30avg. 13F price*
At the end of Q4 2024, 26 institutions reported holding Bondbloxx BBG 7 YR US Treas (XSVN) in their 13F filings, down 18 from Q3 2024. 4 opened new positions and 21 sold out. The largest holders were Diversified Enterprises, LLC ($32.8M), Gradient Investments LLC ($23.5M) and Municipal Employees' Retirement System of Michigan ($18.7M).
- Company
- Bondbloxx BBG 7 YR US Treas
- CUSIP
- 09789C820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.6M |
| Exits | 21 | $35.1M |
All 13F filers, Q3 2024 → Q4 2024: 405,102 shares bought and 1,099,983 shares sold, net −694,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Diversified Enterprises, LLC | 3.14% | Reduce -1.0% | 709,292 | $32.8M |
| Gradient Investments LLC | 0.48% | Add +73.1% | 509,059 | $23.5M |
| Municipal Employees' Retirement System of Michigan | 0.26% | No change | 403,857 | $18.7M |
| Executive Wealth Management, LLC | 0.61% | Add +2.7% | 168,320 | $7.8M |
| Bank of America Corp. | 0.00% | Add +12.3% | 123,046 | $5.7M |
| AE Wealth Management LLC | 0.04% | Add +574.0% | 93,371 | $4.3M |
| Archer Investment Corp | 0.95% | Add +10.3% | 76,524 | $3.5M |
| Lido Advisors, LLC | 0.02% | Add +22.1% | 64,780 | $3.0M |
| 3EDGE Asset Management, LP | 0.18% | Reduce -44.7% | 64,811 | $3.0M |
| Flow Traders U.S. LLC | 0.08% | Reduce -13.4% | 42,384 | $2.0M |
| Brown Financial Advisors | 0.71% | Add +79.7% | 38,177 | $1.8M |
| Mattson Financial Services, LLC | 0.48% | Reduce -27.9% | 30,811 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +16.9% | 29,070 | $1.3M |
| Armstrong Advisory Group, Inc. | 0.08% | Add +57.5% | 20,396 | $944K |
| JPMorgan Chase & Co. | 0.00% | New | 18,819 | $871K |
| Regal Investment Advisors LLC | 0.06% | Add +12.7% | 16,193 | $749K |
| Paladin Wealth, LLC | 0.59% | Add +134.8% | 14,718 | $681K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 10,296 | $476K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -33.8% | 8,852 | $409K |
| Jane Street Group, LLC | 0.00% | Reduce -29.9% | 6,510 | $301K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 4,645 | $215K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.4% | 1,387 | $64K |
| Endeavor Private Wealth, Inc. | 0.06% | — | 1,368 | $63K |
| Nemes Rush Group LLC | 0.01% | New | 1,316 | $61K |
| Mather Group, Llc. | 0.00% | Reduce -33.0% | 363 | $17K |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 134 | $6K |
"% 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.