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XHLF icon

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

FirstPurpose Wealth’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
Q1 		$1.78M Sell
35,474
-649
-2% -$32.6K 0.65% 23
2023
Q4 		$1.81M Sell
36,123
-15,092
-29% -$758K 0.69% 25
2023
Q3 		$2.57M Buy
51,215
+5,414
+12% +$272K 1.11% 19
2023
Q2 		$2.3M Buy
+45,801
New +$2.3M 0.98% 20

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FirstPurpose Wealth's XHLF Position: Q1 2024 in Review

FirstPurpose Wealth reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 1.8% in Q1 2024, selling an estimated $32.6K and leaving 35,474 shares worth $1.78M. The position accounts for 0.65% of the portfolio, ranked #23.

FirstPurpose Wealth first reported a position in XHLF in Q2 2023 and has held it in 4 quarters since. The position peaked at $2.57M in Q3 2023. 91 funds tracked by Wall St. Rank hold XHLF as of Q1 2024.

  • FirstPurpose Wealth held 35,474 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.78M as of Q1 2024.
  • FirstPurpose Wealth sold 649 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2024, an estimated $32.6K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.65% of FirstPurpose Wealth's portfolio in Q1 2024, its #23 holding.
  • FirstPurpose Wealth first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and has held it in 4 quarters since.
  • FirstPurpose Wealth's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.57M in Q3 2023.
  • 91 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.