OLVIG
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Oliver Lagore Vanvalin Investment Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		– Sell
-1
Closed -$40 – 827
2024
Q1 		$40 Sell
1
-52
-98% -$2.61K ﹤0.01% 720
2023
Q4 		$2.65K Sell
53
-70,532
-100% -$3.54M ﹤0.01% 602
2023
Q3 		$3.55M Buy
+70,585
New +$3.54M 1.41% 10

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 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 $444M AUM 24.03% 1-Year Est. Return
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

Oliver Lagore Vanvalin Investment Group's XHLF Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2024, closing a stake of 1 share — an estimated $40 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in XHLF in Q3 2023 and held it in 3 quarters. The position peaked at $3.55M in Q3 2023. 101 funds tracked by Wall St. Rank hold XHLF as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 1 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF share in Q2 2024, an estimated $40.
  • Oliver Lagore Vanvalin Investment Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $3.55M in Q3 2023.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.