Security key
09789C838
BONDBLOXX ETF TRUST - BLOOMBERG FVE YR (XFIV)
CUSIP: 09789C838
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / BLOOMBERG FVE YR
- Total 13F shares
- 5,958,389
- Share change
- +2,473,652
- Total reported value
- $294,819,217
- Price per share
- $49.48
- Number of holders
- 40
- Value change
- +$122,388,058
- Number of buys
- 32
- Number of sells
- 11
Report period
Q4 2025
Institutions
40
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 09789C838
Recent filing periods:
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 Q4 2025
As of 31 Dec 2025,
BONDBLOXX ETF TRUST - BLOOMBERG FVE YR (XFIV) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,958,389 shares.
The largest 10 holders included
Gradient Investments LLC, WELLS FARGO & COMPANY/MN, Municipal Employees' Retirement System of Michigan, Donoghue Forlines LLC, AE Wealth Management LLC, BANK OF AMERICA CORP /DE/, Capital Investment Counsel, LLC, Nemes Rush Group LLC, Meridian Wealth Management, LLC, and Mattson Financial Services, LLC.
This page lists
40
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
38
Q4 2025 holders
40
Holder diff
2
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.