PCA
XHLF icon

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

Prosperity Capital 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
Q4 		– Sell
-5,847
Closed -$295K – 459
2025
Q3 		$295K Sell
5,847
-449
-7% -$22.6K 0.02% 351
2025
Q2 		$317K Sell
6,296
-306
-5% -$15.4K 0.02% 313
2025
Q1 		$331K Sell
6,602
-151
-2% -$7.59K 0.03% 282
2024
Q4 		$339K Sell
6,753
-735
-10% -$36.9K 0.03% 266
2024
Q3 		$378K Buy
7,488
+2,547
+52% +$128K 0.03% 245
2024
Q2 		$248K Buy
+4,941
New +$248K 0.03% 270

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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return
SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return