EWM
XHLF icon

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

Empirical Wealth Management’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
Q2 		– Sell
-15,975
Closed -$804K – 735
2025
Q1 		$804K Buy
+15,975
New +$803K 0.02% 322

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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return

Empirical Wealth Management's XHLF Position: Q2 2025 in Review

Empirical Wealth Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2025, closing a stake of 15,975 shares — an estimated $804K sold.

Empirical Wealth Management first reported a position in XHLF in Q1 2025 and held it in 1 quarter. The position peaked at $804K in Q1 2025. 138 funds tracked by Wall St. Rank hold XHLF as of Q2 2025.

  • Empirical Wealth Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 15,975 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2025, an estimated $804K.
  • Empirical Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Empirical Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $804K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2025.

Based on Empirical Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.