IFG
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Independent Financial Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Independent Financial Group’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
-5,495
Closed -$276K – 1209
2024
Q2 		$276K Sell
5,495
-23,315
-81% -$1.17M 0.01% 872
2024
Q1 		$1.45M Buy
28,810
+5,148
+22% +$259K 0.07% 285
2023
Q4 		$1.19M Buy
+23,662
New +$1.19M 0.06% 315

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

Independent Financial Group's XHLF Position: Q3 2024 in Review

Independent Financial Group sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2024, closing a stake of 5,495 shares — an estimated $276K sold.

Independent Financial Group first reported a position in XHLF in Q4 2023 and held it in 3 quarters. The position peaked at $1.45M in Q1 2024. 99 funds tracked by Wall St. Rank hold XHLF as of Q3 2024.

  • Independent Financial Group reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 5,495 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2024, an estimated $276K.
  • Independent Financial Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Independent Financial Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.45M in Q1 2024.
  • 99 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.