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

Mowery & Schoenfeld 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
Q4 		– Sell
-468
Closed -$23.6K – 518
2024
Q3 		$23.6K Buy
+468
New +$23.5K 0.04% 145
2024
Q1 		– Sell
-5,254
Closed -$264K – 186
2023
Q4 		$264K Buy
+5,254
New +$264K 0.53% 25

Other funds holding XHLF

CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SA
SoundView Advisors Olympia, Washington $307M AUM 20.33% 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
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
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's XHLF Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2024, closing a stake of 468 shares — an estimated $23.6K sold.

Mowery & Schoenfeld Wealth Management first reported a position in XHLF in Q4 2023 and held it in 2 quarters. The position peaked at $264K in Q4 2023. 101 funds tracked by Wall St. Rank hold XHLF as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 468 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2024, an estimated $23.6K.
  • Mowery & Schoenfeld Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2023 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $264K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.