Regimen Wealth’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Regimen Wealth’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 Q4	–	Sell	-4,090	Closed	-$206K	–	70
2024 Q3	$206K	Sell	4,090 -4,409	-52%	-$222K	0.07%	65
2024 Q2	$427K	Buy	8,499 +680	+9%	+$34.1K	0.15%	43
2024 Q1	$393K	Buy	7,819 +2,530	+48%	+$127K	0.14%	42
2023 Q4	$266K	Sell	5,289 -9,735	-65%	-$489K	0.1%	52
2023 Q3	$755K	Hold	15,024	–	–	0.31%	30
2023 Q2	$755K	Buy	+15,024	New	+$754K	0.31%	31

Other funds holding XHLF

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

SoundView Advisors Olympia, Washington $307M AUM 20.33% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Regimen Wealth's XHLF Position: Q4 2024 in Review

Regimen Wealth sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2024, closing a stake of 4,090 shares — an estimated $206K sold.

Regimen Wealth first reported a position in XHLF in Q2 2023 and held it in 6 quarters. The position peaked at $755K in Q3 2023. 101 funds tracked by Wall St. Rank hold XHLF as of Q4 2024.

Regimen Wealth reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Regimen Wealth sold 4,090 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2024, an estimated $206K.
Regimen Wealth first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and held it in 6 quarters.
Regimen Wealth's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $755K in Q3 2023.
101 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2024.

Based on Regimen Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.