AIM
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Advyzon Investment Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Advyzon Investment Management’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
2025
Q4 		– Sell
-6,280
Closed -$317K – 607
2025
Q3 		$317K Sell
6,280
-759
-11% -$38.2K 0.05% 312
2025
Q2 		$354K Buy
7,039
+886
+14% +$44.5K 0.08% 242
2025
Q1 		$310K Buy
+6,153
New +$309K 0.11% 176

Other funds holding XHLF

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 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 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
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return
SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return

Advyzon Investment Management's XHLF Position: Q4 2025 in Review

Advyzon Investment Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2025, closing a stake of 6,280 shares — an estimated $317K sold.

Advyzon Investment Management first reported a position in XHLF in Q1 2025 and held it in 3 quarters. The position peaked at $354K in Q2 2025. 133 funds tracked by Wall St. Rank hold XHLF as of Q4 2025.

  • Advyzon Investment Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 6,280 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2025, an estimated $317K.
  • Advyzon Investment Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2025 and held it in 3 quarters.
  • Advyzon Investment Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $354K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2025.

Based on Advyzon Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.