Bondbloxx BBG 2Y US TSY ETFXTWOETF

13F holders, Q1 2025 (March 31)
40holders
7new positions
5sold out
$49.47avg. 13F price*

At the end of Q1 2025, 40 institutions reported holding Bondbloxx BBG 2Y US TSY ETF (XTWO) in their 13F filings, unchanged from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($20.6M), Focus Partners Wealth ($15.1M) and Legacy CG, LLC ($9.1M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$11.5M
Exits5$2.7M

All 13F filers, Q4 2024 → Q1 2025: 386,326 shares bought and 1,035,196 shares sold, net −648,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 40 holders

Municipal Employees' Retirement System of Michigan 0.26% No change 416,558 $20.6M
Focus Partners Wealth 0.04% Reduce -2.3% 304,532 $15.1M
Legacy CG, LLC 2.95% Add +4.3% 184,615 $9.1M
Cetera Investment Advisers 0.01% New 102,130 $5.1M
Nemes Rush Group LLC 0.59% Add +42.2% 94,266 $4.7M
Amplius Wealth Advisors, LLC 0.46% Reduce -91.5% 88,729 $4.4M
Flow Traders U.S. LLC 0.17% New 83,641 $4.1M
Exchange Capital Management, Inc. 0.49% Add +29.5% 61,619 $3.0M
Susquehanna International Group, LLP 0.00% Add +1018.5% 60,178 $3.0M
Cwm, LLC 0.01% Reduce -24.8% 43,619 $2.2M
Bank of America Corp. 0.00% Add +1.8% 42,475 $2.1M
Financial Guidance Group, Inc. 0.99% Add +8.0% 37,137 $1.8M
Aptus Capital Advisors, LLC 0.02% Add +8.0% 37,137 $1.8M
Strait & Sound Wealth Management LLC 0.70% Add +48.6% 30,433 $1.5M
STAR Financial Bank 1.00% Add +7.1% 27,707 $1.4M
Morgan Stanley 0.00% Add +50.5% 26,196 $1.3M
Coppell Advisory Solutions LLC 0.13% New 18,567 $922K
Envestnet Asset Management Inc. 0.00% Add +1.5% 17,972 $889K
Astoria Portfolio Advisors LLC. 0.27% Add +226.9% 16,177 $799K
Freedom Investment Management, Inc. 0.06% Reduce -6.4% 15,524 $768K
World Investment Advisors 0.02% Add +2.5% 13,413 $664K
Rothschild Investment LLC 0.04% No change 12,865 $636K
Vermillion & White Wealth Management Group, LLC 0.40% Add +69937.5% 11,206 $554K
Crew Capital Management, Ltd 0.44% Add +2.8% 10,906 $540K
IFP Advisors, Inc 0.02% New 10,600 $524K
Sunbelt Securities, Inc. 0.04% No change 10,130 $501K
Truist Financial Corp. 0.00% No change 8,366 $414K
Holcombe Financial, Inc. 0.31% New 7,599 $376K
NorthCoast Asset Management LLC 0.00% No change 6,500 $322K
Commonwealth Equity Services, LLC 0.00% Add +0.2% 5,646 $279K
Sigma Planning Corp 0.01% Reduce -12.8% 5,532 $274K
Janney Montgomery Scott LLC 0.00% Add +3.7% 5,320 $263K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -3.2% 5,204 $257K
LPL Financial LLC 0.00% New 4,985 $247K
Meridian Wealth Management, LLC 0.01% New 4,055 $201K
Steward Partners Investment Advisory, LLC 0.00% No change 1,037 $51K
Royal Bank of Canada 0.00% Reduce -2.1% 700 $35K
Pineridge Advisors LLC 0.01% Add +1.3% 632 $31K
MAI Capital Management 0.00% No change 238 $12K
Osaic Holdings, Inc. 0.00% Reduce -97.3% 103 $5K

"% 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.