AFAS
XHLF icon

Acorn Financial Advisory Services’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Acorn Financial Advisory Services’s Portfolio XHLF Stock Details XHLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.82M Buy
36,260
+12,333
+52% +$620K 0.25% 47
2025
Q4 		$1.2M Sell
23,927
-3,414
-12% -$172K 0.18% 57
2025
Q3 		$1.38M Sell
27,341
-1,760
-6% -$88.5K 0.21% 52
2025
Q2 		$1.46M Buy
29,101
+5,344
+22% +$269K 0.24% 46
2025
Q1 		$1.2M Buy
23,757
+8,965
+61% +$451K 0.22% 56
2024
Q4 		$742K Buy
14,792
+5,664
+62% +$285K 0.12% 85
2024
Q3 		$460K Buy
9,128
+782
+9% +$39.3K 0.08% 118
2024
Q2 		$420K Buy
8,346
+206
+3% +$10.3K 0.08% 117
2024
Q1 		$410K Buy
8,140
+87
+1% +$4.37K 0.08% 124
2023
Q4 		$404K Buy
+8,053
New +$404K 0.07% 165

Other funds holding XHLF

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return