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XHLF icon

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

Pineridge 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 		$108M Buy
2,132,997
+220,236
+12% +$11.1M 30.75% 1
2025
Q2 		$96.3M Buy
1,912,761
+59,726
+3% +$3M 34.9% 1
2025
Q1 		$93.3M Buy
1,853,035
+1,551,357
+514% +$78M 36.46% 1
2024
Q4 		$15.1M Buy
301,678
+207,967
+222% +$10.5M 5.72% 6
2024
Q3 		$4.73M Sell
93,711
-2,106,119
-96% -$106M 1.79% 15
2024
Q2 		$111M Buy
2,199,830
+641,053
+41% +$32.2M 37.73% 1
2024
Q1 		$78.4M Buy
1,558,777
+69,440
+5% +$3.49M 27.58% 1
2023
Q4 		$74.8M Buy
+1,489,337
New +$74.8M 24.77% 1

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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 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 $1.2B AUM 36.33% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Pineridge Advisors's XHLF Position: Q3 2025 in Review

Pineridge Advisors increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 12% in Q3 2025, buying an estimated $11.1M and bringing the position to 2,132,997 shares worth $108M. The position accounts for 30.75% of the portfolio, ranked #1.

Pineridge Advisors first reported a position in XHLF in Q4 2023 and has held it in 8 quarters since. The position peaked at $111M in Q2 2024. 133 funds tracked by Wall St. Rank hold XHLF as of Q3 2025.

  • Pineridge Advisors held 2,132,997 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $108M as of Q3 2025.
  • Pineridge Advisors bought 220,236 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2025, an estimated $11.1M.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 30.75% of Pineridge Advisors's portfolio in Q3 2025, its #1 holding.
  • Pineridge Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $111M in Q2 2024.
  • 133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.