Bondbloxx BBG 7 YR US TreasXSVNETF

13F holders, Q3 2025 (September 30)
36holders +1
6new positions
5sold out
$48.19avg. 13F price*

At the end of Q3 2025, 36 institutions reported holding Bondbloxx BBG 7 YR US Treas (XSVN) in their 13F filings, up 1 from Q2 2025. 6 opened new positions and 5 sold out. The largest holders were Gradient Investments LLC ($39.1M), Pineridge Advisors LLC ($21.6M) and Municipal Employees' Retirement System of Michigan ($19.5M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions6$788K
Exits5$6.5M

All 13F filers, Q2 2025 → Q3 2025: 779,978 shares bought and 922,633 shares sold, net −142,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 36 holders

Gradient Investments LLC 0.65% Add +7.1% 811,105 $39.1M
Pineridge Advisors LLC 6.18% Add +8360.6% 448,327 $21.6M
Municipal Employees' Retirement System of Michigan 0.23% No change 403,857 $19.5M
AE Wealth Management LLC 0.08% Add +76.0% 254,534 $12.3M
Bank of America Corp. 0.00% Add +22.2% 113,505 $5.5M
Lido Advisors, LLC 0.02% Add +2.6% 94,887 $4.6M
Mattson Financial Services, LLC 1.03% Add +3.9% 89,456 $4.3M
Silver Oak Securities, Incorporated 0.31% Reduce -0.5% 85,165 $4.1M
Goldman Sachs Group Inc. 0.00% Add +468.3% 81,224 $3.9M
3EDGE Asset Management, LP 0.17% Reduce -0.5% 64,036 $3.1M
Brown Financial Advisors 0.96% Add +4.8% 53,976 $2.6M
Dynamic Advisor Solutions LLC 0.07% Add +77.8% 50,479 $2.4M
Wealthcare Advisory Partners LLC 0.04% Add +1.5% 36,885 $1.8M
Dogwood Wealth Management LLC 0.76% Add +20.7% 34,478 $1.7M
Paladin Wealth, LLC 1.05% Add +13.6% 30,059 $1.4M
Meridian Wealth Management, LLC 0.05% Add +55.8% 26,296 $1.3M
Continuum Advisory, LLC 0.11% Add +4.6% 22,235 $1.1M
Nemes Rush Group LLC 0.09% Add +59.6% 18,351 $884K
Cambridge Investment Research Advisors, Inc. 0.00% Add +31.9% 14,745 $710K
Able Wealth Management LLC 0.22% Add +57.7% 12,098 $583K
Diversified Enterprises, LLC 0.04% Reduce -98.3% 11,892 $573K
Tower Research Capital LLC (TRC) 0.01% New 11,048 $532K
Faithward Advisors, LLC 0.07% Add +33.6% 9,301 $448K
WealthPlan Investment Management, LLC 0.03% Add +0.2% 8,888 $428K
Tower Wealth Partners, Inc. 0.23% Add +7.4% 8,625 $416K
Tounjian Advisory Partners, LLC 0.08% Reduce -57.6% 4,820 $232K
RDA Financial Network 0.05% New 4,269 $206K
Cetera Investment Advisers 0.00% Reduce -10.2% 4,255 $205K
Osaic Holdings, Inc. 0.00% Add +74.6% 2,403 $116K
Mather Group, Llc. 0.00% New 363 $17K
Advisory Services Network, LLC 0.00% New 308 $15K
JPMorgan Chase & Co. 0.00% New 291 $14K
Armstrong Advisory Group, Inc. 0.00% Reduce -94.9% 138 $7K
Steward Partners Investment Advisory, LLC 0.00% New 79 $4K
Morgan Stanley 0.00% Add +2.1% 48 $2K
Archer Investment Corp 0.00% Reduce -100.0% 1 $46

"% 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.