MWM
XHLF icon

Modern Wealth Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Modern Wealth Management’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
-6,870
Closed -$345K – 471
2024
Q2 		$345K Buy
+6,870
New +$345K 0.03% 279

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APM
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TWM
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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

Modern Wealth Management's XHLF Position: Q3 2024 in Review

Modern Wealth Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2024, closing a stake of 6,870 shares — an estimated $345K sold.

Modern Wealth Management first reported a position in XHLF in Q2 2024 and held it in 1 quarter. The position peaked at $345K in Q2 2024. 99 funds tracked by Wall St. Rank hold XHLF as of Q3 2024.

  • Modern Wealth Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Modern Wealth Management sold 6,870 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2024, an estimated $345K.
  • Modern Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Modern Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $345K in Q2 2024.
  • 99 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2024.

Based on Modern Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.