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

Mercer Global Advisors’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 Q4	–	Sell	-8,273	Closed	-$416K	–	2305
2024 Q3	$416K	Sell	8,273 -6,578	-44%	-$331K	﹤0.01%	1447
2024 Q2	$747K	Sell	14,851 -2,360	-14%	-$118K	﹤0.01%	1112
2024 Q1	$866K	Sell	17,211 -1,439	-8%	-$72.3K	﹤0.01%	1030
2023 Q4	$936K	Sell	18,650 -56,592	-75%	-$2.84M	﹤0.01%	1003
2023 Q3	$3.78M	Sell	75,242 -6,967	-8%	-$350K	0.01%	512
2023 Q2	$4.13M	Buy	+82,209	New	+$4.13M	0.02%	500

Other funds holding XHLF

CCA

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

TWM

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

3AM

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Mercer Global Advisors's XHLF Position: Q4 2024 in Review

Mercer Global Advisors sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2024, closing a stake of 8,273 shares — an estimated $416K sold.

Mercer Global Advisors first reported a position in XHLF in Q2 2023 and held it in 6 quarters. The position peaked at $4.13M in Q2 2023. 101 funds tracked by Wall St. Rank hold XHLF as of Q4 2024.

Mercer Global Advisors reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Mercer Global Advisors sold 8,273 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2024, an estimated $416K.
Mercer Global Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and held it in 6 quarters.
Mercer Global Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $4.13M in Q2 2023.
101 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.