BONDBLOXX ETF TRUST - BLOOMBERG FVE YR (XFIV)

CUSIP: 09789C838

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / BLOOMBERG FVE YR
Total 13F shares
2,884,038
Share change
+347,570
Total reported value
$142,314,728
Price per share
$49.35
Number of holders
33
Value change
+$17,166,757
Number of buys
25
Number of sells
9

Quarterly Holders Quick Answers

What is CUSIP 09789C838?
CUSIP 09789C838 identifies XFIV - BONDBLOXX ETF TRUST - BLOOMBERG FVE YR in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of XFIV - BONDBLOXX ETF TRUST - BLOOMBERG FVE YR (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of BONDBLOXX ETF TRUST - BLOOMBERG FVE YR (XFIV) as of Q2 2025

As of 30 Jun 2025, BONDBLOXX ETF TRUST - BLOOMBERG FVE YR (XFIV) was held by 33 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,884,038 shares. The largest 10 holders included Gradient Investments LLC, Municipal Employees' Retirement System of Michigan, AE Wealth Management LLC, Nemes Rush Group LLC, Mattson Financial Services, LLC, BANK OF AMERICA CORP /DE/, Royal Harbor Partners, LLC, Brown Financial Advisors, Aptus Capital Advisors, LLC, and Financial Guidance Group, Inc.. This page lists 33 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
28
Q2 2025 holders
33
Holder diff
5
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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