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Cetera Advisor Networks’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Cetera Advisor Networks’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
Q1 		$125M Buy
2,476,554
+1,024,230
+71% +$51.5M 0.62% 21
2023
Q4 		$72.9M Buy
+1,452,324
New +$72.9M 0.41% 47

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cetera Advisor Networks's XHLF Position: Q1 2024 in Review

Cetera Advisor Networks increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 71% in Q1 2024, buying an estimated $51.5M and bringing the position to 2,476,554 shares worth $125M. The position accounts for 0.62% of the portfolio, ranked #21.

Cetera Advisor Networks first reported a position in XHLF in Q4 2023 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold XHLF as of Q1 2024.

  • Cetera Advisor Networks held 2,476,554 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $125M as of Q1 2024.
  • Cetera Advisor Networks bought 1,024,230 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2024, an estimated $51.5M.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.62% of Cetera Advisor Networks's portfolio in Q1 2024, its #21 holding.
  • Cetera Advisor Networks first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2023 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.