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Arete Wealth Advisors’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Arete Wealth Advisors’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
-28,912
Closed -$1.46M – 798
2024
Q3 		$1.46M Sell
28,912
-31,484
-52% -$1.58M 0.13% 165
2024
Q2 		$3.04M Buy
60,396
+1,181
+2% +$59.3K 0.25% 82
2024
Q1 		$2.98M Buy
59,215
+19,399
+49% +$974K 0.28% 80
2023
Q4 		$2M Buy
+39,816
New +$2M 0.15% 138

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
SA
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
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
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Arete Wealth Advisors's XHLF Position: Q4 2024 in Review

Arete Wealth Advisors sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2024, closing a stake of 28,912 shares — an estimated $1.46M sold.

Arete Wealth Advisors first reported a position in XHLF in Q4 2023 and held it in 4 quarters. The position peaked at $3.04M in Q2 2024. 101 funds tracked by Wall St. Rank hold XHLF as of Q4 2024.

  • Arete Wealth Advisors reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 28,912 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2024, an estimated $1.46M.
  • Arete Wealth Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Arete Wealth Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $3.04M in Q2 2024.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.