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

Running Point 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	$1.24M	Sell	24,772 -1,082	-4%	-$54.4K	0.34%	56
2025 Q3	$1.3M	Sell	25,854 -1,873	-7%	-$94.2K	0.35%	52
2025 Q2	$1.4M	Buy	27,727 +195	+0.7%	+$9.8K	0.39%	47
2025 Q1	$1.39M	Buy	27,532 +15,592	+131%	+$784K	0.44%	45
2024 Q4	$599K	Sell	11,940 -3,991	-25%	-$201K	0.21%	61
2024 Q3	$804K	Buy	15,931 +48	+0.3%	+$2.41K	0.31%	45
2024 Q2	$799K	Sell	15,883 -2,000	-11%	-$100K	0.33%	47
2024 Q1	$900K	Buy	17,883 +10,832	+154%	+$544K	0.4%	44
2023 Q4	$354K	Buy	+7,051	New	+$354K	0.17%	72

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

Running Point Capital Advisors's XHLF Position: Q4 2025 in Review

Running Point Capital Advisors reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 4.2% in Q4 2025, selling an estimated $54.4K and leaving 24,772 shares worth $1.24M. The position accounts for 0.34% of the portfolio, ranked #56.

Running Point Capital Advisors first reported a position in XHLF in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.4M in Q2 2025. 133 funds tracked by Wall St. Rank hold XHLF as of Q4 2025.

Running Point Capital Advisors held 24,772 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.24M as of Q4 2025.
Running Point Capital Advisors sold 1,082 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2025, an estimated $54.4K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.34% of Running Point Capital Advisors's portfolio in Q4 2025, its #56 holding.
Running Point Capital Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2023 and has held it in 9 quarters since.
Running Point Capital Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.4M in Q2 2025.
133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.