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

Prosperity Consulting 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 Q4	–	Sell	-7,761	Closed	-$391K	–	531
2025 Q3	$391K	Hold	7,761	–	–	0.02%	372
2025 Q2	$391K	Sell	7,761 -41	-0.5%	-$2.06K	0.03%	333
2025 Q1	$393K	Sell	7,802 -876	-10%	-$44K	0.03%	331
2024 Q4	$435K	Sell	8,678 -21,226	-71%	-$1.07M	0.03%	330
2024 Q3	$1.51M	Sell	29,904 -31,611	-51%	-$1.59M	0.12%	179
2024 Q2	$3.09M	Sell	61,515 -40,500	-40%	-$2.03M	0.42%	61
2024 Q1	$5.13M	Buy	+102,015	New	+$5.12M	0.64%	41

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 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

SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return

Prosperity Consulting Group's XHLF Position: Q4 2025 in Review

Prosperity Consulting Group sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2025, closing a stake of 7,761 shares — an estimated $391K sold.

Prosperity Consulting Group first reported a position in XHLF in Q1 2024 and held it in 7 quarters. The position peaked at $5.13M in Q1 2024. 133 funds tracked by Wall St. Rank hold XHLF as of Q4 2025.

Prosperity Consulting Group reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Consulting Group sold 7,761 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2025, an estimated $391K.
Prosperity Consulting Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2024 and held it in 7 quarters.
Prosperity Consulting Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $5.13M in Q1 2024.
133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2025.

Based on Prosperity Consulting Group's 13F filing for Q4 2025, filed 17 Feb 2026.