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

Prime Capital Investment 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
2024
Q2 		– Sell
-5,873
Closed -$295K – 1042
2024
Q1 		$295K Buy
+5,873
New +$295K ﹤0.01% 779

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

Prime Capital Investment Advisors's XHLF Position: Q2 2024 in Review

Prime Capital Investment Advisors sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2024, closing a stake of 5,873 shares — an estimated $295K sold.

Prime Capital Investment Advisors first reported a position in XHLF in Q1 2024 and held it in 1 quarter. The position peaked at $295K in Q1 2024. 101 funds tracked by Wall St. Rank hold XHLF as of Q2 2024.

  • Prime Capital Investment Advisors reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 5,873 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2024, an estimated $295K.
  • Prime Capital Investment Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Prime Capital Investment Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $295K in Q1 2024.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.