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XFIV BONDBLOXX ETF TRUST

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BLOOMBERG FVE YR (fund)

34 managers (34 13F filers) reported a position in XFIV shares at 2025-06-30, 2,884,039 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
34
13F filers
34
New
9
Added
17
Reduced
3
Sold out
6
Shares held by filers
2,884,039

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,061,858$52.4M0.96%+58,05613F-HRTimelineGroup
Municipal Employees' Retirement System …704,064$34.7M0.42%013F-HRTimeline
AE Wealth Management LLC207,435$10.2M0.07%+44,89613F-HRTimeline
Nemes Rush Group LLC158,726$7.83M0.85%+46,70513F-HRTimeline
Mattson Financial Services, LLC119,781$5.91M1.59%+5,84113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/94,827$4.68M<0.01%+14,85913F-HRTimelineGroup
Royal Harbor Partners, LLC89,577$4.42M1.62%new13F-HRTimeline
Brown Financial Advisors72,359$3.57M1.39%-1,53413F-HRTimeline
Aptus Capital Advisors, LLC45,294$2.24M0.02%new13F-HRTimeline
Financial Guidance Group, Inc.45,294$2.24M1.09%new13F-HRTimeline
Janney Montgomery Scott LLC41,586$2.05M0.01%+1,08313F-HRTimeline
Blume Capital Management, Inc.37,290$1.84M0.37%+1,17513F-HRTimeline
Paladin Wealth, LLC37,153$1.83M1.43%+4,63213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …35,256$1.74M0.04%+1,12713F-HRTimelineGroup
Endurance Services Ltd24,400$1.2M0.21%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,669$971K<0.01%+12,77213F-HRTimelineGroup
Able Wealth Management LLC19,191$947K0.48%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC11,040$542K0.11%-33613F-HRTimeline
CWM, LLCin group CWM, LLC10,083$498K<0.01%+1,85813F-HRTimelineGroup
WealthPlan Investment Management, LLC9,564$472K0.03%+913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,715$381K<0.01%+3,37613F-HRTimelineGroup
Sunbelt Securities, Inc.6,838$328K0.03%013F-HRTimeline
IHT Wealth Management, LLC6,525$322K0.01%new13F-HRTimeline
Belpointe Asset Management LLC6,507$321K0.01%+27613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,941$244K<0.01%+3013F-HRTimelineGroup
NewEdge Advisors, LLC4,198$207K<0.01%new13F-HRTimeline
Pineridge Advisors LLC1,284$63.4K0.02%-5,37213F-HRTimeline
Beacon Capital Management, LLC907$44.7K0.01%+89913F-HRTimeline
Allworth Financial LP327$16.1K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.216$10K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY67$3.34K<0.01%+6613F-HRTimelineGroup
Global Retirement Partners, LLC45$2.22K<0.01%13F-HRTimeline
FMR LLCin group FMR LLC22$1.1K<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.