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

B. Riley 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
2025
Q4 		– Sell
-3,980
Closed -$201K – 1170
2025
Q3 		$201K Sell
3,980
-50
-1% -$2.52K 0.01% 896
2025
Q2 		$203K Buy
+4,030
New +$203K 0.01% 892
2024
Q4 		$644K Sell
12,794
-3,495
-21% -$176K 0.02% 602
2024
Q3 		$822K Sell
16,289
-4,447
-21% -$224K 0.02% 556
2024
Q2 		$1.04M Sell
20,736
-2,130
-9% -$107K 0.03% 520
2024
Q1 		$1.15M Hold
22,866
– – 0.03% 483
2023
Q4 		$1.15M Hold
22,866
– – 0.03% 484
2023
Q3 		$1.15M Sell
22,866
-2,524
-10% -$127K 0.03% 483
2023
Q2 		$1.28M Buy
25,390
+1,102
+5% +$55.3K 0.03% 492
2023
Q1 		$1.22M Buy
+24,288
New +$1.22M 0.03% 481

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 $1.15B AUM 19.91% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 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 $2.24B AUM 16.9% 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

B. Riley Wealth Advisors's XHLF Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2025, closing a stake of 3,980 shares — an estimated $201K sold.

B. Riley Wealth Advisors first reported a position in XHLF in Q1 2023 and held it in 10 quarters. The position peaked at $1.28M in Q2 2023. 133 funds tracked by Wall St. Rank hold XHLF as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,980 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2025, an estimated $201K.
  • B. Riley Wealth Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2023 and held it in 10 quarters.
  • B. Riley Wealth Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.28M in Q2 2023.
  • 133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.