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

Corient Private 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
2025 Q3	–	Sell	-10,408	Closed	-$524K	–	2698
2025 Q2	$524K	Buy	+10,408	New	+$523K	﹤0.01%	1679
2025 Q1	–	Sell	-4,048	Closed	-$203K	–	2462
2024 Q4	$203K	Sell	4,048 -3,788	-48%	-$190K	﹤0.01%	2108
2024 Q3	$395K	Buy	7,836 +1,541	+24%	+$77.5K	﹤0.01%	1875
2024 Q2	$317K	Hold	6,295	–	–	﹤0.01%	1874
2024 Q1	$317K	Buy	+6,295	New	+$316K	﹤0.01%	1863
2023 Q4	–	Sell	-7,503	Closed	-$377K	–	2358
2023 Q3	$377K	Buy	+7,503	New	+$376K	﹤0.01%	1638

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

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

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

JFG

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Corient Private Wealth's XHLF Position: Q3 2025 in Review

Corient Private Wealth sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2025, closing a stake of 10,408 shares — an estimated $524K sold.

Corient Private Wealth first reported a position in XHLF in Q3 2023 and held it in 6 quarters. The position peaked at $524K in Q2 2025. 133 funds tracked by Wall St. Rank hold XHLF as of Q3 2025.

Corient Private Wealth reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Corient Private Wealth sold 10,408 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2025, an estimated $524K.
Corient Private Wealth first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and held it in 6 quarters.
Corient Private Wealth's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $524K in Q2 2025.
133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.