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Legacy Capital Wealth Partners’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Legacy Capital Wealth 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
Q3 		– Sell
-10,216
Closed -$514K – 393
2025
Q2 		$514K Buy
+10,216
New +$513K 0.12% 189

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

Legacy Capital Wealth Partners's XHLF Position: Q3 2025 in Review

Legacy Capital Wealth Partners sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2025, closing a stake of 10,216 shares — an estimated $514K sold.

Legacy Capital Wealth Partners first reported a position in XHLF in Q2 2025 and held it in 1 quarter. The position peaked at $514K in Q2 2025. 133 funds tracked by Wall St. Rank hold XHLF as of Q3 2025.

  • Legacy Capital Wealth Partners reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 10,216 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2025, an estimated $514K.
  • Legacy Capital Wealth Partners first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $514K 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 Legacy Capital Wealth Partners's 13F filing for Q3 2025, filed 13 Nov 2025.