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

Shore Point 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
Q1 		– Sell
-40,703
Closed -$2.04M – 68
2024
Q4 		$2.04M Sell
40,703
-43
-0.1% -$2.16K 1.1% 18
2024
Q3 		$2.06M Buy
40,746
+837
+2% +$42.1K 1.1% 16
2024
Q2 		$2.01M Buy
39,909
+718
+2% +$36K 1.14% 18
2024
Q1 		$1.97M Sell
39,191
-286
-0.7% -$14.4K 1.13% 19
2023
Q4 		$1.98M Buy
39,477
+2,870
+8% +$144K 1.23% 18
2023
Q3 		$1.84M Sell
36,607
-35,801
-49% -$1.8M 1.33% 16
2023
Q2 		$3.64M Buy
72,408
+10,662
+17% +$535K 2.59% 13
2023
Q1 		$3.11M Buy
+61,746
New +$3.1M 2.36% 15

Other funds holding XHLF

TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 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
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
SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Shore Point Advisors's XHLF Position: Q1 2025 in Review

Shore Point Advisors sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2025, closing a stake of 40,703 shares — an estimated $2.04M sold.

Shore Point Advisors first reported a position in XHLF in Q1 2023 and held it in 8 quarters. The position peaked at $3.64M in Q2 2023. 106 funds tracked by Wall St. Rank hold XHLF as of Q1 2025.

  • Shore Point Advisors reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Shore Point Advisors sold 40,703 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2025, an estimated $2.04M.
  • Shore Point Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2023 and held it in 8 quarters.
  • Shore Point Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $3.64M in Q2 2023.
  • 106 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2025.

Based on Shore Point Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.