HBS
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Howard Bailey Securities’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Howard Bailey Securities’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
-4,558
Closed -$229K – 166
2025
Q2 		$229K Buy
+4,558
New +$229K 0.07% 133

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
PA
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
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

Howard Bailey Securities's XHLF Position: Q3 2025 in Review

Howard Bailey Securities sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2025, closing a stake of 4,558 shares — an estimated $229K sold.

Howard Bailey Securities first reported a position in XHLF in Q2 2025 and held it in 1 quarter. The position peaked at $229K in Q2 2025. 133 funds tracked by Wall St. Rank hold XHLF as of Q3 2025.

  • Howard Bailey Securities reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 4,558 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2025, an estimated $229K.
  • Howard Bailey Securities first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Howard Bailey Securities's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $229K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2025.

Based on Howard Bailey Securities's 13F filing for Q3 2025, filed 4 Nov 2025.