CWA Asset Management Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

CWA Asset Management Group’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
2023 Q3	–	Sell	-4,700	Closed	-$236K	–	384
2023 Q2	$236K	Buy	+4,700	New	+$236K	0.02%	326

Other funds holding XHLF

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

CWA Asset Management Group's XHLF Position: Q3 2023 in Review

CWA Asset Management Group sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2023, closing a stake of 4,700 shares — an estimated $236K sold.

CWA Asset Management Group first reported a position in XHLF in Q2 2023 and held it in 1 quarter. The position peaked at $236K in Q2 2023. 69 funds tracked by Wall St. Rank hold XHLF as of Q3 2023.

CWA Asset Management Group reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2023 after selling out during the quarter.
CWA Asset Management Group sold 4,700 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2023, an estimated $236K.
CWA Asset Management Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and held it in 1 quarter.
CWA Asset Management Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $236K in Q2 2023.
69 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2023.

Based on CWA Asset Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.