BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #66 | $105.2M | 2.1M | $99.1M | 2.0M | +127,994+6.39% | Add | |
| AE Wealth Management LLC | 0.31% | 0.33% | #20 | $67.6M | 1.4M | $60.5M | 1.2M | +146,986+12.03% | Add | |
| Tanager Wealth Management LLP | 4.06% | 2.67% | #3 | $46.6M | 943,490 | $27.6M | 556,988 | +386,502+69.39% | Add | |
| SMITH, MOORE & CO. | 2.91% | 3.23% | #5 | $44.8M | 906,468 | $44.4M | 896,693 | +9,775+1.09% | Add | |
| Focus Partners Wealth | 0.04% | 0.04% | #42 | $40.0M | 809,753 | $40.4M | 815,058 | -5,305-0.65% | Reduce | |
| ACCESS FINANCIAL SERVICES, INC. | 7.92% | 8.27% | #1 | $24.2M | 489,580 | $23.3M | 470,955 | +18,625+3.95% | Add | |
| VICTORY FINANCIAL GROUP, LLC | 2.02% | — | #8 | $19.2M | 389,679 | $0 | 0 | +389,679 | New Buy | |
| Buck Wealth Strategies, LLC | 1.63% | 1.94% | #10 | $15.6M | 316,178 | $15.7M | 317,960 | -1,782-0.56% | Reduce | |
| Nemes Rush Group LLC | 1.15% | 1.17% | #14 | $13.9M | 281,252 | $12.3M | 248,562 | +32,690+13.15% | Add | |
| EP Wealth Advisors, LLC | 0.05% | <0.01% | #37 | $12.6M | 256,126 | $840,341 | 16,970 | +239,156+1,409.29% | Add | |
| Cetera Investment Advisers | 0.01% | 0.01% | #58 | $11.1M | 224,932 | $11.0M | 222,999 | +1,933+0.87% | Add | |
| Empowered Funds, LLC | 0.06% | 0.06% | #36 | $10.5M | 213,600 | $8.6M | 174,600 | +39,000+22.34% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #82 | $9.9M | 201,207 | $3.2M | 63,872 | +137,335+215.02% | Add | |
| Janney Montgomery Scott LLC | 0.02% | 0.02% | #52 | $9.1M | 184,131 | $9.3M | 188,386 | -4,255-2.26% | Reduce | |
| eCIO, Inc. | 2.38% | 2.7% | #6 | $8.5M | 171,397 | $6.2M | 124,211 | +47,186+37.99% | Add | |
| Aptus Capital Advisors, LLC | 0.04% | 0.05% | #39 | $6.3M | 127,971 | $6.5M | 131,157 | -3,186-2.43% | Reduce | |
| Financial Guidance Group, Inc. | 2.36% | 2.61% | #7 | $6.3M | 127,971 | $6.5M | 131,157 | -3,186-2.43% | Reduce | |
| Warren Street Wealth Advisors, LLC | 1.39% | 1.45% | #11 | $6.2M | 125,987 | $5.7M | 114,873 | +11,114+9.68% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #88 | $6.0M | 121,762 | $17.4M | 350,284 | -228,522-65.24% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #79 | $5.2M | 105,029 | $4.4M | 89,835 | +15,194+16.91% | Add | |
| North Forty Two & Co. | 4.11% | 4.12% | #2 | $4.8M | 97,920 | $4.5M | 90,005 | +7,915+8.79% | Add | |
| S&A Financial Services, Inc. | 2.94% | 3.31% | #4 | $4.8M | 97,673 | $4.8M | 97,386 | +287+0.29% | Add | |
| MIDLAND WEALTH ADVISORS, LLC | 0.21% | — | #26 | $4.4M | 88,582 | $0 | 0 | +88,582 | New Buy | |
| Baird Financial Group, Inc. | 0.01% | 0.01% | #69 | $4.2M | 85,813 | $4.1M | 83,366 | +2,447+2.94% | Add | |
| Strait & Sound Wealth Management LLC | 1.24% | 1.35% | #12 | $3.5M | 71,858 | $3.6M | 73,030 | -1,172-1.60% | Reduce | |
| Lido Advisors, LLC | 0.01% | 0.01% | #60 | $3.4M | 67,924 | $3.4M | 68,650 | -726-1.06% | Reduce | |
| Mendel Money Management | 1.19% | 0.83% | #13 | $3.3M | 66,004 | $2.0M | 39,882 | +26,122+65.50% | Add | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.05% | — | #38 | $3.0M | 60,474 | $0 | 0 | +60,474 | New Buy | |
| NewEdge Advisors, LLC | 0.01% | 0.01% | #61 | $2.8M | 57,470 | $2.5M | 49,515 | +7,955+16.07% | Add | |
| Compass Financial Group, Inc. (Ohio) | 1.88% | 2.43% | #9 | $2.8M | 56,899 | $3.3M | 67,057 | -10,158-15.15% | Reduce | |
| Laurel Wealth Advisors LLC | 0.26% | 0.26% | #22 | $2.7M | 55,340 | $2.6M | 52,265 | +3,075+5.88% | Add | |
| COURIER CAPITAL LLC | 0.13% | 0.13% | #31 | $2.5M | 50,790 | $2.3M | 47,455 | +3,335+7.03% | Add | |
| Orion Porfolio Solutions, LLC | 0.02% | 0.04% | #56 | $2.2M | 43,828 | $4.6M | 92,793 | -48,965-52.77% | Reduce | |
| Farther Finance Advisors, LLC | 0.02% | 0.02% | #55 | $2.1M | 43,070 | $2.3M | 46,643 | -3,573-7.66% | Reduce | |
| Hobbs Group Advisors, LLC | 0.53% | — | #18 | $2.0M | 40,544 | $0 | 0 | +40,544 | New Buy | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #77 | $1.7M | 35,206 | $1.5M | 31,254 | +3,952+12.64% | Add | |
| Sigma Planning Corp | 0.04% | 0.04% | #40 | $1.7M | 33,958 | $1.5M | 30,435 | +3,523+11.58% | Add | |
| Bulwark Capital Corp | 0.75% | 0.77% | #16 | $1.3M | 26,824 | $1.3M | 25,252 | +1,572+6.23% | Add | |
| Dynamic Advisor Solutions LLC | 0.04% | 0.04% | #45 | $1.3M | 25,496 | $1.2M | 24,998 | +498+1.99% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | — | #75 | $1.2M | 24,636 | $0 | 0 | +24,636 | New Buy | |
| Oasis Advisors, LLC | 0.75% | — | #15 | $1.2M | 23,422 | $0 | 0 | +23,422 | New Buy | |
| Wealthcare Advisory Partners LLC | 0.02% | 0.02% | #50 | $1.1M | 23,044 | $1.1M | 22,504 | +540+2.40% | Add | |
| IFP Advisors, Inc | 0.02% | 0.02% | #51 | $1.1M | 22,576 | $1.1M | 22,663 | -87-0.38% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #90 | $1.1M | 22,269 | $860,000 | 17,370 | +4,899+28.20% | Add | |
| ZEGA Investments, LLC | 0.1% | 0.09% | #33 | $990,482 | 20,062 | $812,008 | 16,398 | +3,664+22.34% | Add | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #76 | $944,224 | 19,125 | $719,224 | 14,524 | +4,601+31.68% | Add | |
| Quantinno Capital Management LP | <0.01% | <0.01% | #80 | $890,010 | 18,027 | $1.0M | 20,967 | -2,940-14.02% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #91 | $795,993 | 16,123 | $577,700 | 11,666 | +4,457+38.21% | Add | |
| CARY STREET PARTNERS FINANCIAL LLC | 0.02% | 0.02% | #54 | $775,455 | 15,707 | $914,238 | 18,462 | -2,755-14.92% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #89 | $755,015 | 15,293 | $1.0M | 20,287 | -4,994-24.62% | Reduce |