FFO
XHLF icon

Fortitude Family Office’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Fortitude Family Office’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
Q3 		– Sell
-4,535
Closed -$228K – 1278
2024
Q2 		$228K Hold
4,535
– – 0.13% 81
2024
Q1 		$228K Sell
4,535
-3,100
-41% -$156K 0.15% 76
2023
Q4 		$383K Buy
+7,635
New +$383K 0.29% 56

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return

Fortitude Family Office's XHLF Position: Q3 2024 in Review

Fortitude Family Office sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2024, closing a stake of 4,535 shares — an estimated $228K sold.

Fortitude Family Office first reported a position in XHLF in Q4 2023 and held it in 3 quarters. The position peaked at $383K in Q4 2023. 99 funds tracked by Wall St. Rank hold XHLF as of Q3 2024.

  • Fortitude Family Office reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Fortitude Family Office sold 4,535 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2024, an estimated $228K.
  • Fortitude Family Office first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Fortitude Family Office's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $383K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2024.

Based on Fortitude Family Office's 13F filing for Q3 2024, filed 25 Oct 2024.