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XFIV BONDBLOXX ETF TRUST

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BLOOMBERG FVE YR (fund)

30 managers (30 13F filers) reported a position in XFIV shares at 2025-03-31, 2,536,358 shares in all. 8 filers opened a position and 0 filers sold out during the quarter.

Managers
30
13F filers
30
New
8
Added
11
Reduced
5
Sold out
0
Shares held by filers
2,536,358

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,003,802$49.3M0.99%+105,39213F-HRTimelineGroup
Municipal Employees' Retirement System …704,064$34.6M0.44%013F-HRTimeline
AE Wealth Management LLC162,539$7.98M0.07%+58,56113F-HRTimeline
Mattson Financial Services, LLC113,940$5.59M1.68%+54,25613F-HRTimeline
Nemes Rush Group LLC112,021$5.5M0.7%+31,94213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/79,968$3.92M<0.01%+6,21713F-HRTimelineGroup
Brown Financial Advisors73,893$3.63M1.5%+6,30713F-HRTimeline
Janney Montgomery Scott LLC40,503$1.99M0.01%new13F-HRTimeline
Blume Capital Management, Inc.36,115$1.77M0.4%-75013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,129$1.68M0.04%+6,35713F-HRTimelineGroup
Paladin Wealth, LLC32,521$1.6M1.43%+6,59713F-HRTimeline
Endurance Services Ltd24,400$1.2M0.22%013F-HRTimeline
Mach-1 Financial Group, LLC22,265$1.09M0.33%new13F-HRTimeline
FLOW TRADERS U.S. LLC19,649$964K0.04%+4,22813F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC11,376$558K0.1%13F-HRTimeline
WealthPlan Investment Management, LLC9,555$469K0.05%new13F-HRTimeline
CWM, LLCin group CWM, LLC8,225$404K<0.01%+55913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,897$339K<0.01%-11,61113F-HR/ATimelineGroup
Sunbelt Securities, Inc.6,838$336K0.03%013F-HRTimeline
Pineridge Advisors LLC6,656$327K0.13%-748,90913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,449$317K0.17%+3,86513F-HRTimeline
Belpointe Asset Management LLC6,231$306K0.02%-3413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,911$241K<0.01%new13F-HRTimelineGroup
Lloyd Advisory Services, LLC.4,508$221K0.11%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,339$213K<0.01%-3,21313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.544$26.7K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC11$540<0.01%new13F-HRTimeline
Beacon Capital Management, LLC8$393<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$75<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.