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Private Advisory Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Private Advisory 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
2025
Q3 		– Sell
-6,588
Closed -$332K – 244
2025
Q2 		$332K Sell
6,588
-42,594
-87% -$2.14M 0.03% 172
2025
Q1 		$2.48M Buy
49,182
+40,676
+478% +$2.04M 0.28% 76
2024
Q4 		$427K Sell
8,506
-13,896
-62% -$698K 0.05% 153
2024
Q3 		$1.13M Buy
+22,402
New +$1.13M 0.13% 107

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 $1.03B 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

Private Advisory Group's XHLF Position: Q3 2025 in Review

Private Advisory Group sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2025, closing a stake of 6,588 shares — an estimated $332K sold.

Private Advisory Group first reported a position in XHLF in Q3 2024 and held it in 4 quarters. The position peaked at $2.48M in Q1 2025. 133 funds tracked by Wall St. Rank hold XHLF as of Q3 2025.

  • Private Advisory Group reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Private Advisory Group sold 6,588 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2025, an estimated $332K.
  • Private Advisory Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2024 and held it in 4 quarters.
  • Private Advisory Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.48M in Q1 2025.
  • 133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2025.

Based on Private Advisory Group's 13F filing for Q3 2025, filed 10 Nov 2025.