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EisnerAmper Wealth Management Corporate Benefits’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
Q4 		$4.22M Sell
84,060
-103,113
-55% -$5.18M 1.54% 18
2023
Q3 		$9.41M Sell
187,173
-1,014
-0.5% -$50.9K 4.2% 7
2023
Q2 		$9.45M Buy
+188,187
New +$9.44M 4.52% 8

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

EisnerAmper Wealth Management Corporate Benefits's XHLF Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 55% in Q4 2023, selling an estimated $5.18M and leaving 84,060 shares worth $4.22M. The position accounts for 1.54% of the portfolio, ranked #18.

EisnerAmper Wealth Management Corporate Benefits first reported a position in XHLF in Q2 2023 and has held it in 3 quarters since. The position peaked at $9.45M in Q2 2023. 85 funds tracked by Wall St. Rank hold XHLF as of Q4 2023.

  • EisnerAmper Wealth Management Corporate Benefits held 84,060 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $4.22M as of Q4 2023.
  • EisnerAmper Wealth Management Corporate Benefits sold 103,113 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2023, an estimated $5.18M.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 1.54% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #18 holding.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and has held it in 3 quarters since.
  • EisnerAmper Wealth Management Corporate Benefits's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $9.45M in Q2 2023.
  • 85 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.