Bondbloxx BBG 20Y US TSY ETFXTWYETF
13F holders, Q4 2024 (December 31)10holders +2
3new positions
2sold out
$38.59avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding Bondbloxx BBG 20Y US TSY ETF (XTWY) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were Valtinson Bruner Financial Planning LLC ($21.4M), Municipal Employees' Retirement System of Michigan ($16.2M) and Bank of America Corp. ($1.2M).
- Company
- Bondbloxx BBG 20Y US TSY ETF
- CUSIP
- 09789C796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $478K |
| Exits | 2 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 17,984 shares bought and 259,212 shares sold, net −241,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Valtinson Bruner Financial Planning LLC | 7.49% | Reduce -12.9% | 555,560 | $21.4M |
| Municipal Employees' Retirement System of Michigan | 0.22% | No change | 420,244 | $16.2M |
| Bank of America Corp. | 0.00% | Reduce -81.0% | 31,114 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +23.8% | 29,182 | $1.1M |
| STAR Financial Bank | 0.47% | No change | 16,758 | $647K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.4% | 11,896 | $459K |
| Argyle Capital Partners, LLC | 0.27% | — | 8,196 | $316K |
| AE Wealth Management LLC | 0.00% | New | 6,522 | $252K |
| Jane Street Group, LLC | 0.00% | New | 5,855 | $226K |
| UBS Group AG | 0.00% | New | 6 | $232 |
"% of holder's portfolio" is XTWY's weight in each manager's 13F, not the share of Bondbloxx BBG 20Y US TSY ETF the manager owns.