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Palo Alto Wealth Advisors’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Palo Alto Wealth Advisors’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 		$225K Hold
4,485
– – 0.07% 62
2025
Q2 		$226K Sell
4,485
-2,380
-35% -$120K 0.09% 50
2025
Q1 		$345K Sell
6,865
-10,300
-60% -$518K 0.13% 37
2024
Q4 		$865K Buy
17,165
+10,680
+165% +$537K 0.3% 20
2024
Q3 		$326K Buy
+6,485
New +$326K 0.14% 39

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 $649M AUM 19.82% 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 $858M AUM 9.96% 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 $2.07B AUM 16.66% 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

Palo Alto Wealth Advisors's XHLF Position: Q3 2025 in Review

Palo Alto Wealth Advisors held its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) position steady in Q3 2025 at 4,485 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #62.

Palo Alto Wealth Advisors first reported a position in XHLF in Q3 2024 and has held it in 5 quarters since. The position peaked at $865K in Q4 2024. 133 funds tracked by Wall St. Rank hold XHLF as of Q3 2025.

  • Palo Alto Wealth Advisors held 4,485 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $225K as of Q3 2025.
  • Palo Alto Wealth Advisors left its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF share count unchanged in Q3 2025.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.07% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #62 holding.
  • Palo Alto Wealth Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2024 and has held it in 5 quarters since.
  • Palo Alto Wealth Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $865K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.