EWM
XHLF icon

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

Executive 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
2024
Q4 		$5.29M Buy
105,321
+101,310
+2,526% +$5.09M 0.41% 71
2024
Q3 		$202K Buy
+4,011
New +$202K 0.02% 256

Other funds holding XHLF

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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
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
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Executive Wealth Management's XHLF Position: Q4 2024 in Review

Executive Wealth Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 2,526% in Q4 2024, buying an estimated $5.09M and bringing the position to 105,321 shares worth $5.29M. The position accounts for 0.41% of the portfolio, ranked #71.

Executive Wealth Management first reported a position in XHLF in Q3 2024 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold XHLF as of Q4 2024.

  • Executive Wealth Management held 105,321 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $5.29M as of Q4 2024.
  • Executive Wealth Management bought 101,310 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2024, an estimated $5.09M.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.41% of Executive Wealth Management's portfolio in Q4 2024, its #71 holding.
  • Executive Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2024 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.