Skip to content

XFIV BONDBLOXX ETF TRUST

Follow

BLOOMBERG FVE YR (fund)

22 managers (22 13F filers) reported a position in XFIV shares at 2024-12-31, 2,923,501 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
22
13F filers
22
New
5
Added
9
Reduced
2
Sold out
4
Shares held by filers
2,923,501

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gradient Investments LLCin group Gradient Investments LLC898,410$43.1M0.87%+323,68413F-HRTimelineGroup
Pineridge Advisors LLC755,565$36.2M13.69%+73,43613F-HRTimeline
Municipal Employees' Retirement System …704,064$33.8M0.47%013F-HRTimeline
AE Wealth Management LLC103,978$4.99M0.04%new13F-HRTimeline
Nemes Rush Group LLC80,079$3.84M0.47%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/73,751$3.54M<0.01%+71713F-HRTimelineGroup
Brown Financial Advisors67,586$3.24M1.3%+25,85213F-HRTimeline
Mattson Financial Services, LLC59,684$2.98M0.95%+8,05013F-HRTimeline
Blume Capital Management, Inc.36,865$1.77M0.4%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,772$1.33M0.04%+3,58113F-HRTimelineGroup
Paladin Wealth, LLC25,924$1.24M1.07%+13,72313F-HRTimeline
Endurance Services Ltd24,400$1.17M0.2%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,508$888K<0.01%+5,33413F-HRTimelineGroup
FLOW TRADERS U.S. LLC15,421$740K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC7,666$368K<0.01%+2,02213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,552$362K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.6,838$328K0.03%013F-HRTimeline
Belpointe Asset Management LLC6,265$311K0.02%-3,97513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,584$124K0.12%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.544$26.1K<0.01%-12613F-HR/ATimelineGroup
Global Retirement Partners, LLC45$2.16K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.