Bondbloxx BBG 7 YR US TreasXSVNETF

13F holders, Q2 2025 (June 30)
35holders +6
12new positions
6sold out
$47.87avg. 13F price*

At the end of Q2 2025, 35 institutions reported holding Bondbloxx BBG 7 YR US Treas (XSVN) in their 13F filings, up 6 from Q1 2025. 12 opened new positions and 6 sold out. The largest holders were Gradient Investments LLC ($36.3M), Diversified Enterprises, LLC ($33.4M) and Municipal Employees' Retirement System of Michigan ($19.3M).

Company
Bondbloxx BBG 7 YR US Treas
CUSIP
09789C820
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 32Q1 2024Q2 2024: 41Q2 2024Q3 2024: 44Q3 2024Q4 2024: 26Q4 2024Q1 2025: 29Q1 2025Q2 2025: 35Q2 2025Q3 2025: 36Q3 2025Q4 2025: 45Q4 2025Q1 2026: 49Q1 2026Q2 2026: 64Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions12$8.9M
Exits6$1.1M

All 13F filers, Q1 2025 → Q2 2025: 329,400 shares bought and 80,939 shares sold, net +248,461 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

Gradient Investments LLC 0.66% Add +5.7% 757,601 $36.3M
Diversified Enterprises, LLC 2.49% Reduce -0.8% 696,693 $33.4M
Municipal Employees' Retirement System of Michigan 0.23% No change 403,857 $19.3M
AE Wealth Management LLC 0.05% Add +19.6% 144,609 $6.9M
Flow Traders U.S. LLC 0.23% Reduce -20.0% 129,101 $6.2M
Bank of America Corp. 0.00% Add +4.6% 92,872 $4.4M
Lido Advisors, LLC 0.02% Add +25.0% 92,480 $4.4M
Archer Investment Corp 1.04% Add +15.1% 91,128 $4.4M
Mattson Financial Services, LLC 1.11% Add +4.9% 86,109 $4.1M
Silver Oak Securities, Incorporated 0.34% New 85,583 $4.1M
3EDGE Asset Management, LP 0.19% Add +1.7% 64,349 $3.1M
Brown Financial Advisors 0.96% Reduce -3.0% 51,485 $2.5M
Wealthcare Advisory Partners LLC 0.04% Add +2.7% 36,337 $1.7M
Dynamic Advisor Solutions LLC 0.04% Add +113.8% 28,384 $1.4M
Dogwood Wealth Management LLC 0.66% New 28,560 $1.3M
Paladin Wealth, LLC 0.99% Add +13.1% 26,471 $1.3M
Continuum Advisory, LLC 0.12% New 21,259 $1.0M
Meridian Wealth Management, LLC 0.03% Add +140.0% 16,882 $808K
Goldman Sachs Group Inc. 0.00% Add +82.1% 14,292 $684K
Nemes Rush Group LLC 0.06% Add +32.6% 11,496 $550K
Tounjian Advisory Partners, LLC 0.11% Reduce -2.9% 11,356 $542K
Cambridge Investment Research Advisors, Inc. 0.00% New 11,183 $535K
WealthPlan Investment Management, LLC 0.03% Add +2.1% 8,873 $425K
Tower Wealth Partners, Inc. 0.23% New 8,034 $385K
Able Wealth Management LLC 0.19% New 7,672 $367K
Faithward Advisors, LLC 0.05% New 6,964 $333K
Pineridge Advisors LLC 0.09% New 5,299 $254K
Envestnet Asset Management Inc. 0.00% New 5,247 $251K
Cetera Investment Advisers 0.00% New 4,736 $227K
Armstrong Advisory Group, Inc. 0.01% Reduce -86.7% 2,716 $130K
Osaic Holdings, Inc. 0.00% Reduce -50.2% 1,376 $66K
Beacon Capital Management, LLC 0.01% Add +10266.7% 933 $45K
Raymond James Financial Inc. 0.00% New 607 $29K
Allworth Financial LP 0.00% New 491 $24K
Morgan Stanley 0.00% Add +4600.0% 47 $2K

"% 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.