XEMD — BONDBLOXX ETF TRUST
As of Q2 2026, 5 SEC-registered investment managers reported holding XEMD (BONDBLOXX ETF TRUST) in their latest 13F filings, with a combined reported value of $62.00M across 1.38M shares. That is +11.1% by share count (+138.35K shares) versus the previous quarter, while reported value moved +13.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.37M | $61.68M | 0.00% | Add |
| UBS Group AG history | 3.83K | $172.22K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.58K | $71.19K | 0.00% | Add |
| Morgan Stanley history | 1.34K | $60.02K | 0.00% | Add |
| Wells Fargo & Co history | 286 | $12.85K | 0.00% | New |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.22M | $53.67M | 0.00% | Add |
| Citadel Advisors history | 15.52K | $682.10K | 0.00% | Add |
| UBS Group AG history | 3.81K | $167.54K | 0.00% | Add |
| Morgan Stanley history | 1.11K | $48.75K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 191 | $8.41K | 0.00% | Add |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 254.72K | $11.36M | 0.00% | Add |
| Citadel Advisors history | 8.24K | $367.20K | 0.00% | Reduce |
| Morgan Stanley history | 4.57K | $203.87K | 0.00% | Add |
| UBS Group AG history | 493 | $21.98K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 76 | $3.40K | 0.00% | Add |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 49.55K | $2.17M | 0.00% | Add |
| Citadel Advisors history | 8.52K | $372.36K | 0.00% | New |
| Morgan Stanley history | 4.11K | $179.61K | 0.00% | Reduce |
| UBS Group AG history | 330 | $14.43K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 48 | $2.09K | 0.00% | Hold |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 30.15K | $1.30M | 0.00% | Reduce |
| Morgan Stanley history | 6.43K | $277.91K | 0.00% | Add |
| Morgan Stanley history | 6.43K | $277.91K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 48 | $2.06K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 48 | $2.06K | 0.00% | Reduce |
| UBS Group AG history | 11 | $475 | 0.00% | New |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 45.11K | $1.90M | 0.00% | Add |
| Morgan Stanley history | 6.32K | $266.51K | 0.00% | Reduce |
| Morgan Stanley history | 6.32K | $266.51K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 220 | $9.27K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 220 | $9.27K | 0.00% | Hold |
New Positions (Q2 2026)
- Wells Fargo & Co 286 sh · $12.85K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 15.52K sh · $682.10K
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 1.37M | 1.22M | 254.72K | 49.55K | 30.15K | 45.11K | 41.99K | 43.61K | 39.28K | 30.51K | 20.27K |
| UBS Group AG | 3.83K | 3.81K | 493 | 330 | 11 | — | — | — | — | 88 | — |
| Fidelity Management & Research (FMR) | 1.58K | 191 | 76 | 48 | 48 | 220 | 220 | 220 | 220 | 273 | 300 |
| Morgan Stanley | 1.34K | 1.11K | 4.57K | 4.11K | 6.43K | 6.32K | 7.55K | 878 | 1 | 1 | 1 |
| Wells Fargo & Co | 286 | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | 15.52K | 8.24K | 8.52K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details