Alliance Wealth Advisors (Utah)’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Alliance Wealth Advisors (Utah)’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
2024 Q4	–	Sell	-59,504	Closed	-$3M	–	271
2024 Q3	$3M	Sell	59,504 -45,613	-43%	-$2.29M	0.79%	48
2024 Q2	$5.29M	Buy	105,117 +10,503	+11%	+$527K	1.55%	8
2024 Q1	$4.76M	Buy	94,614 +34,583	+58%	+$1.74M	1.42%	11
2023 Q4	$3.01M	Sell	60,031 -83,199	-58%	-$4.18M	1.01%	26
2023 Q3	$7.2M	Buy	143,230 +14,179	+11%	+$711K	2.67%	4
2023 Q2	$6.48M	Buy	+129,051	New	+$6.48M	2.41%	4

Other funds holding XHLF

CCA

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s XHLF Position: Q4 2024 in Review

Alliance Wealth Advisors (Utah) sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2024, closing a stake of 59,504 shares — an estimated $3M sold.

Alliance Wealth Advisors (Utah) first reported a position in XHLF in Q2 2023 and held it in 6 quarters. The position peaked at $7.2M in Q3 2023. 101 funds tracked by Wall St. Rank hold XHLF as of Q4 2024.

Alliance Wealth Advisors (Utah) reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 59,504 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2024, an estimated $3M.
Alliance Wealth Advisors (Utah) first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and held it in 6 quarters.
Alliance Wealth Advisors (Utah)'s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $7.2M in Q3 2023.
101 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2024, filed 24 Jan 2025.