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

Connectus Wealth’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 		$820K Sell
16,308
-759
-4% -$38.1K 0.02% 248
2023
Q4 		$861K Sell
17,067
-5,122
-23% -$257K 0.02% 354
2023
Q3 		$1.12M Buy
+22,189
New +$1.11M 0.02% 305

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

Connectus Wealth's XHLF Position: Q1 2024 in Review

Connectus Wealth reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 4.4% in Q1 2024, selling an estimated $38.1K and leaving 16,308 shares worth $820K. The position accounts for 0.02% of the portfolio, ranked #248.

Connectus Wealth first reported a position in XHLF in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.12M in Q3 2023. 91 funds tracked by Wall St. Rank hold XHLF as of Q1 2024.

  • Connectus Wealth held 16,308 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $820K as of Q1 2024.
  • Connectus Wealth sold 759 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2024, an estimated $38.1K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #248 holding.
  • Connectus Wealth first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.12M in Q3 2023.
  • 91 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.