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Bondbloxx USD HY Bond F REIT (XHYF)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Adventist Health System Sunbelt Healthcare Corp
DECREASED
Shares205,500 from 455,091
Change-249,591 (-55%)
Value$7.6M (-$9.7M)
Filed 2026-05-14
Cetera Investment Advisers
NEW
Shares30,951
Change+30,951
Value$1.1M
Filed 2026-05-13
Global Assets Advisory, LLC
NEW
Shares27,171
Change+27,171
Value$610.3K
Filed 2026-05-01
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares26,440 from 28,890
Change-2,450 (-8%)
Value$974 (-$121)
Filed 2026-04-30
Partners Wealth Management, LLC
INCREASED
Shares22,087 from 21,595
Change+492 (+2%)
Value$813.6K (-$4.9K)
Filed 2026-04-24
Jane Street Group, LLC
INCREASED
Shares16,872 from 10,244
Change+6,628 (+65%)
Value$621.5K (+$233.2K)
Filed 2026-05-12
Concurrent Investment Advisors, LLC
DECREASED
Shares12,269 from 13,687
Change-1,418 (-10%)
Value$451.9K (-$66.8K)
Filed 2026-04-21
JPMorgan Chase & Co
DECREASED
Shares2,853 from 3,375
Change-522 (-15%)
Value$104.1K (-$23.8K)
Filed 2026-05-13
Morgan Stanley
NEW
Shares1
Change+1
Value$72
Filed 2026-05-15
UBS Group AG
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$7.6K)
Filed 2026-05-05
Status
Adventist Health System Sunbelt Healthcare Corp
DECREASED205,500455,091-249,591-55%$17.2M$7.6M-$9.7M2026-05-14
Cetera Investment Advisers
NEW30,951—+30,951——$1.1M—2026-05-13
Global Assets Advisory, LLC
NEW27,171—+27,171——$610.3K—2026-05-01
Cambridge Investment Research Advisors, Inc.
DECREASED26,44028,890-2,450-8%$1.1K$974-$1212026-04-30
Partners Wealth Management, LLC
INCREASED22,08721,595+492+2%$818.5K$813.6K-$4.9K2026-04-24
Jane Street Group, LLC
INCREASED16,87210,244+6,628+65%$388.2K$621.5K+$233.2K2026-05-12
Concurrent Investment Advisors, LLC
DECREASED12,26913,687-1,418-10%$518.7K$451.9K-$66.8K2026-04-21
JPMorgan Chase & Co
DECREASED2,8533,375-522-15%$127.9K$104.1K-$23.8K2026-05-13
Morgan Stanley
NEW1—+1——$72—2026-05-15
UBS Group AG
CLOSED0200-200-100%$7.6K$0-$7.6K2026-05-05
Showing 10 of 10 institutions