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

Avantax 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
2025 Q2	$4.51M	Sell	89,496 -126	-0.1%	-$6.33K	0.02%	480
2025 Q1	$4.51M	Buy	89,622 +78	+0.1%	+$3.92K	0.03%	444
2024 Q4	$4.49M	Sell	89,544 -11,143	-11%	-$560K	0.03%	429
2024 Q3	$5.08M	Sell	100,687 -3,620	-3%	-$182K	0.03%	390
2024 Q2	$5.24M	Sell	104,307 -92,022	-47%	-$4.62M	0.04%	353
2024 Q1	$9.88M	Buy	196,329 +66,874	+52%	+$3.36M	0.09%	174
2023 Q4	$6.5M	Sell	129,455 -188,294	-59%	-$9.46M	0.06%	231
2023 Q3	$16M	Buy	317,749 +77,329	+32%	+$3.88M	0.18%	95
2023 Q2	$12.1M	Buy	240,420 +2,310	+1%	+$116K	0.14%	121
2023 Q1	$12M	Buy	+238,110	New	+$11.9M	0.15%	114

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

TWM

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

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return

3AM

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

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

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

Avantax Advisory Services's XHLF Position: Q2 2025 in Review

Avantax Advisory Services reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 0.14% in Q2 2025, selling an estimated $6.33K and leaving 89,496 shares worth $4.51M. The position accounts for 0.02% of the portfolio, ranked #480.

Avantax Advisory Services first reported a position in XHLF in Q1 2023 and has held it in 10 quarters since. The position peaked at $16M in Q3 2023. 138 funds tracked by Wall St. Rank hold XHLF as of Q2 2025.

Avantax Advisory Services held 89,496 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $4.51M as of Q2 2025.
Avantax Advisory Services sold 126 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2025, an estimated $6.33K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #480 holding.
Avantax Advisory Services first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $16M in Q3 2023.
138 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.