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Summit Wealth Group (Colorado)’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Summit Wealth Group (Colorado)’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
-72,490
Closed -$3.64M – 657
2025
Q3 		$3.64M Buy
+72,490
New +$3.65M 0.39% 46

Other funds holding XHLF

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return
SA
SoundView Advisors Olympia, Washington $307M AUM 20.33% 1-Year Est. Return

Summit Wealth Group (Colorado)'s XHLF Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2025, closing a stake of 72,490 shares — an estimated $3.64M sold.

Summit Wealth Group (Colorado) first reported a position in XHLF in Q3 2025 and held it in 1 quarter. The position peaked at $3.64M in Q3 2025. 133 funds tracked by Wall St. Rank hold XHLF as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 72,490 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2025, an estimated $3.64M.
  • Summit Wealth Group (Colorado) first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $3.64M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.