AWM
XHLF icon

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

Avior Wealth 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
Q1 		– Sell
-1,896
Closed -$95.1K – 2369
2024
Q4 		$95.1K Sell
1,896
-300
-14% -$15.1K ﹤0.01% 918
2024
Q3 		$111K Buy
2,196
+1,264
+136% +$63.5K ﹤0.01% 853
2024
Q2 		$46.9K Sell
932
-91
-9% -$4.57K ﹤0.01% 1114
2024
Q1 		$51.5K Buy
+1,023
New +$51.4K ﹤0.01% 1222

Other funds holding XHLF

TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Avior Wealth Management's XHLF Position: Q1 2025 in Review

Avior Wealth Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2025, closing a stake of 1,896 shares — an estimated $95.1K sold.

Avior Wealth Management first reported a position in XHLF in Q1 2024 and held it in 4 quarters. The position peaked at $111K in Q3 2024. 106 funds tracked by Wall St. Rank hold XHLF as of Q1 2025.

  • Avior Wealth Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,896 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2025, an estimated $95.1K.
  • Avior Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $111K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.