DAS
XHLF icon

Diversify Advisory Services’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Diversify Advisory Services’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
Q3 		– Sell
-18,856
Closed -$945K – 691
2024
Q2 		$945K Sell
18,856
-3,868
-17% -$194K 0.05% 254
2024
Q1 		$1.14M Buy
+22,724
New +$1.14M 0.07% 226

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return

Diversify Advisory Services's XHLF Position: Q3 2024 in Review

Diversify Advisory Services sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2024, closing a stake of 18,856 shares — an estimated $945K sold.

Diversify Advisory Services first reported a position in XHLF in Q1 2024 and held it in 2 quarters. The position peaked at $1.14M in Q1 2024. 99 funds tracked by Wall St. Rank hold XHLF as of Q3 2024.

  • Diversify Advisory Services reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 18,856 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2024, an estimated $945K.
  • Diversify Advisory Services first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.14M in Q1 2024.
  • 99 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2024.

Based on Diversify Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.