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

Etesian Wealth Advisors’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	-4,776	Closed	-$240K	–	139
2025 Q2	$240K	Sell	4,776 -1,626	-25%	-$81.7K	0.09%	129
2025 Q1	$322K	Sell	6,402 -3,410	-35%	-$171K	0.14%	115
2024 Q4	$492K	Sell	9,812 -199	-2%	-$10K	0.22%	100
2024 Q3	$505K	Buy	+10,011	New	+$503K	0.23%	102

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

Etesian Wealth Advisors's XHLF Position: Q3 2025 in Review

Etesian Wealth Advisors sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2025, closing a stake of 4,776 shares — an estimated $240K sold.

Etesian Wealth Advisors first reported a position in XHLF in Q3 2024 and held it in 4 quarters. The position peaked at $505K in Q3 2024. 133 funds tracked by Wall St. Rank hold XHLF as of Q3 2025.

Etesian Wealth Advisors reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Etesian Wealth Advisors sold 4,776 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2025, an estimated $240K.
Etesian Wealth Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2024 and held it in 4 quarters.
Etesian Wealth Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $505K in Q3 2024.
133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2025.

Based on Etesian Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.