Global Retirement Partners’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Global Retirement Partners’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 Q4	$534K	Buy	10,618 +5,130	+93%	+$258K	0.01%	932
2025 Q3	$277K	Buy	5,488 +920	+20%	+$46.3K	0.01%	1012
2025 Q2	$230K	Buy	+4,568	New	+$230K	0.01%	1017
2024 Q4	$227K	Buy	4,517 +292	+7%	+$14.7K	0.01%	901
2024 Q3	$213K	Buy	4,225 +32	+0.8%	+$1.61K	0.01%	893
2024 Q2	$211K	Buy	4,193 +10	+0.2%	+$502	0.01%	861
2024 Q1	$210K	Buy	4,183 +400	+11%	+$20.1K	0.01%	773
2023 Q4	$190K	Sell	3,783 -146	-4%	-$7.33K	0.01%	768
2023 Q3	$197K	Buy	3,929 +268	+7%	+$13.4K	0.01%	670
2023 Q2	$184K	Buy	3,661 +413	+13%	+$20.7K	0.01%	724
2023 Q1	$163K	Buy	+3,248	New	+$163K	0.01%	745

Other funds holding XHLF

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return