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

Northwest Capital 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
2025
Q3 		– Sell
-798
Closed -$40.2K – 357
2025
Q2 		$40.2K Hold
798
– – 0.02% 177
2025
Q1 		$40.2K Hold
798
– – 0.02% 204
2024
Q4 		$40K Sell
798
-119
-13% -$5.98K 0.02% 202
2024
Q3 		$46.3K Buy
917
+798
+671% +$40.1K 0.02% 197
2024
Q2 		$5.98K Buy
+119
New +$5.97K ﹤0.01% 346

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 $675M AUM 17.92% 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 $1.15B AUM 19.91% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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

Northwest Capital Management's XHLF Position: Q3 2025 in Review

Northwest Capital Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2025, closing a stake of 798 shares — an estimated $40.2K sold.

Northwest Capital Management first reported a position in XHLF in Q2 2024 and held it in 5 quarters. The position peaked at $46.3K in Q3 2024. 133 funds tracked by Wall St. Rank hold XHLF as of Q3 2025.

  • Northwest Capital Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Northwest Capital Management sold 798 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2025, an estimated $40.2K.
  • Northwest Capital Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2024 and held it in 5 quarters.
  • Northwest Capital Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $46.3K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.