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

NEIRG 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
2023
Q3 		– Sell
-26,264
Closed -$1.32M – 138
2023
Q2 		$1.32M Buy
+26,264
New +$1.32M 0.24% 71

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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 $544M AUM 40.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

NEIRG Wealth Management's XHLF Position: Q3 2023 in Review

NEIRG Wealth Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2023, closing a stake of 26,264 shares — an estimated $1.32M sold.

NEIRG Wealth Management first reported a position in XHLF in Q2 2023 and held it in 1 quarter. The position peaked at $1.32M in Q2 2023. 69 funds tracked by Wall St. Rank hold XHLF as of Q3 2023.

  • NEIRG Wealth Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 26,264 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2023, an estimated $1.32M.
  • NEIRG Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and held it in 1 quarter.
  • NEIRG Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.32M in Q2 2023.
  • 69 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.