Bondbloxx BBG 2Y US TSY ETFXTWOETF

13F holders, Q3 2024 (September 30)
34holders +8
8new positions
0sold out
1famous investor
$60.18avg. 13F price*

At the end of Q3 2024, 34 institutions reported holding Bondbloxx BBG 2Y US TSY ETF (XTWO) in their 13F filings, up 8 from Q2 2024. 8 opened new positions and 0 sold out. The largest holders were Amplius Wealth Advisors, LLC ($53.8M), Focus Partners Wealth ($27.5M) and Municipal Employees' Retirement System of Michigan ($20.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Bondbloxx BBG 2Y US TSY ETF
CUSIP
09789C853
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 21Q1 2024Q2 2024: 26Q2 2024Q3 2024: 34Q3 2024Q4 2024: 40Q4 2024Q1 2025: 40Q1 2025Q2 2025: 40Q2 2025Q3 2025: 40Q3 2025Q4 2025: 46Q4 2025Q1 2026: 36Q1 2026Q2 2026: 46Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions8$5.7M
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 364,794 shares bought and 382,416 shares sold, net −17,622 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 34 holders

Amplius Wealth Advisors, LLC 5.87% Add +22.2% 1,078,321 $53.8M
Focus Partners Wealth 0.09% Reduce -72.3% 106,573 $27.5M
Municipal Employees' Retirement System of Michigan 0.27% No change 416,558 $20.8M
Legacy CG, LLC 2.30% Add +4.2% 141,069 $7.0M
Cwm, LLC 0.01% Add +29.8% 59,753 $3.0M
BlackDiamond Wealth Management, LLC 1.16% New 39,128 $1.9M
Financial Guidance Group, Inc. 0.93% Add +26.8% 31,864 $1.6M
Aptus Capital Advisors, LLC 0.02% Add +26.8% 31,864 $1.6M
Bank of America Corp. 0.00% Add +109.0% 29,613 $1.5M
STAR Financial Bank 0.74% New 22,091 $1.1M
Freedom Investment Management, Inc. 0.07% Reduce -4.7% 18,793 $937K
Morgan Stanley 0.00% New 17,370 $866K
Flow Traders U.S. LLC 0.04% New 16,897 $843K
Rothschild Investment LLC 0.05% Add +11.5% 15,710 $784K
Jane Street Group, LLC 0.00% Reduce -23.1% 15,276 $762K
Susquehanna International Group, LLP 0.00% New 12,345 $616K
World Investment Advisors 0.02% Reduce -54.5% 10,395 $518K
Sunbelt Securities, Inc. 0.05% No change 10,130 $505K
Farther Finance Advisors, LLC 0.02% Add +5.1% 9,031 $450K
Envestnet Asset Management Inc. 0.00% Add +25.5% 8,691 $433K
Sigma Planning Corp 0.01% Reduce -9.1% 8,683 $433K
Citadel Advisors 0.00% Reduce -62.4% 8,130 $405K
NorthCoast Asset Management LLC 0.00% New 6,500 $324K
Commonwealth Equity Services, LLC 0.00% Add +0.2% 6,464 $322K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +14.5% 5,463 $272K
Astoria Portfolio Advisors LLC. 0.09% Reduce -2.0% 5,409 $268K
Steward Partners Investment Advisory, LLC 0.00% Reduce -85.0% 4,604 $230K
Osaic Holdings, Inc. 0.00% Add +8.2% 3,744 $187K
Hobbs Group Advisors, LLC 0.04% Reduce -94.4% 2,154 $107K
Global Retirement Partners, LLC 0.00% Add +0.8% 1,895 $95K
Pineridge Advisors LLC 0.01% New 618 $31K
Wintrust Investments LLC 0.02% New 562 $28K
Royal Bank of Canada 0.00% Reduce -99.0% 100 $5K
Vermillion & White Wealth Management Group, LLC 0.00% No change 16 $798

"% of holder's portfolio" is XTWO's weight in each manager's 13F, not the share of Bondbloxx BBG 2Y US TSY ETF the manager owns.