Bondbloxx BBG 2Y US TSY ETFXTWO ETF 13F holders, Q4 2024 (December 31) 40 holders +6
9 new positions
5 sold out
$49.10 avg. 13F price*
At the end of Q4 2024 , 40 institutions reported holding Bondbloxx BBG 2Y US TSY ETF (XTWO) in their 13F filings, up 6 from Q3 2024. 9 opened new positions and 5 sold out. The largest holders were Amplius Wealth Advisors, LLC ($51.1M), Municipal Employees' Retirement System of Michigan ($20.4M) and Focus Partners Wealth ($15.4M).
Company Bondbloxx BBG 2Y US TSY ETF
CUSIP 09789C853
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024 Institutions Total Value New Positions 9 $8.3M Exits 5 $2.6M
All 13F filers, Q3 2024 → Q4 2024: 443,845 shares bought and 109,754 shares sold, net +334,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders Portfolio Manager % of Holder's Portfolio Change vs Q3 2024 Shares Value ▼ Amplius Wealth Advisors, LLC 5.24% Reduce -3.4% 1,041,177 $51.1M Municipal Employees' Retirement System of Michigan 0.28% No change 416,558 $20.4M Focus Partners Wealth 0.04% Add +192.6% 311,838 $15.4M Legacy CG, LLC 2.66% Add +25.5% 177,005 $8.7M Nemes Rush Group LLC 0.40% New 66,312 $3.3M Cwm, LLC 0.01% Reduce -2.9% 58,006 $2.8M Exchange Capital Management, Inc. 0.37% New 47,567 $2.3M Bank of America Corp. 0.00% Add +40.9% 41,727 $2.0M BlackDiamond Wealth Management, LLC 1.11% Reduce -0.2% 39,056 $1.9M Aptus Capital Advisors, LLC 0.02% Add +7.9% 34,388 $1.7M Financial Guidance Group, Inc. 0.92% Add +7.9% 34,388 $1.7M STAR Financial Bank 0.91% Add +17.1% 25,871 $1.3M Strait & Sound Wealth Management LLC 0.47% New 20,475 $1.0M Envestnet Asset Management Inc. 0.00% Add +103.8% 17,709 $869K Morgan Stanley 0.00% Add +0.2% 17,410 $854K Freedom Investment Management, Inc. 0.07% Reduce -11.8% 16,584 $814K World Investment Advisors 0.02% Add +25.9% 13,089 $642K Rothschild Investment LLC 0.04% Reduce -18.1% 12,865 $631K Crew Capital Management, Ltd 0.43% New 10,612 $521K Sunbelt Securities, Inc. 0.04% No change 10,130 $497K Financial Engines Advisors L.L.C. 0.00% New 8,597 $422K Truist Financial Corp. 0.00% New 8,366 $411K NorthCoast Asset Management LLC 0.00% No change 6,500 $319K Sigma Planning Corp 0.01% Reduce -27.0% 6,342 $311K Commonwealth Equity Services, LLC 0.00% Reduce -12.8% 5,634 $277K Susquehanna International Group, LLP 0.00% Reduce -56.4% 5,380 $264K C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -1.6% 5,378 $264K Janney Montgomery Scott LLC 0.00% New 5,131 $252K Astoria Portfolio Advisors LLC. 0.09% Reduce -8.5% 4,948 $242K Oregon Pacific Wealth Management, LLC 0.21% — 4,409 $216K Osaic Holdings, Inc. 0.00% No change 3,744 $184K Sugar Maple Asset Management, LLC 0.07% New 2,000 $98K Global Retirement Partners, LLC 0.00% Add +0.8% 1,911 $94K Endeavor Private Wealth, Inc. 0.06% — 1,293 $64K Steward Partners Investment Advisory, LLC 0.00% Reduce -77.5% 1,037 $51K Royal Bank of Canada 0.00% Add +615.0% 715 $35K Pineridge Advisors LLC 0.01% Add +1.0% 624 $31K Wintrust Investments LLC 0.02% Add +2.7% 577 $28K MAI Capital Management 0.00% New 238 $12K Vermillion & White Wealth Management Group, LLC 0.00% No change 16 $785
"% 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.