KLC
XHLF icon

Knowledge Leaders Capital’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Knowledge Leaders Capital’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
Q2 		– Sell
-65,172
Closed -$3.28M – 52
2024
Q1 		$3.28M Buy
65,172
+15,340
+31% +$771K 5.75% 1
2023
Q4 		$2.5M Buy
49,832
+564
+1% +$28.3K 3.94% 3
2023
Q3 		$2.48M Sell
49,268
-210
-0.4% -$10.5K 3.65% 4
2023
Q2 		$2.49M Buy
+49,478
New +$2.48M 2.85% 7

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 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
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

Knowledge Leaders Capital's XHLF Position: Q2 2024 in Review

Knowledge Leaders Capital sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2024, closing a stake of 65,172 shares — an estimated $3.28M sold.

Knowledge Leaders Capital first reported a position in XHLF in Q2 2023 and held it in 4 quarters. The position peaked at $3.28M in Q1 2024. 101 funds tracked by Wall St. Rank hold XHLF as of Q2 2024.

  • Knowledge Leaders Capital reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Knowledge Leaders Capital sold 65,172 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2024, an estimated $3.28M.
  • Knowledge Leaders Capital first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and held it in 4 quarters.
  • Knowledge Leaders Capital's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $3.28M in Q1 2024.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2024.

Based on Knowledge Leaders Capital's 13F filing for Q2 2024, filed 11 Jul 2024.