XHYE BONDBLOXX ETF TRUST
FollowUSD HI YLD ENERG (fund)
10 managers (10 13F filers) reported a position in XHYE shares at 2024-09-30, 270,228 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 1
- Added
- 3
- Reduced
- 4
- Sold out
- 2
- Shares held by filers
- 270,228
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, Q3 2024
Filers in the available 13F reports with a share position at 2024-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… | 162,500 | $6.42M | 0.27% | -1,621,000 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 50,000 | $1.98M | <0.01% | new | 13F-HRTimelineGroup |
| HighTower Advisors, LLC | 20,914 | $825K | <0.01% | +2,748 | 13F-HRTimeline |
| Onyx Bridge Wealth Group LLC | 14,266 | $564K | 0.08% | -29 | 13F-HRTimeline |
| Black Swift Group, LLC | 12,100 | $478K | 0.11% | -1,180 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 10,077 | $398K | <0.01% | -1,207 | 13F-HR/ATimelineGroup |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 292 | $11.5K | <0.01% | +6 | 13F-HRTimeline |
| Global Retirement Partners, LLC | 78 | $3.08K | <0.01% | +1 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $40 | <0.01% | 0 | 13F-HR/ATimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |