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Sunbelt Securities’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Sunbelt Securities’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
2023
Q4 		– Sell
-308
Closed -$15.5K – 1797
2023
Q3 		$15.5K Buy
+308
New +$15.5K ﹤0.01% 1067

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Sunbelt Securities's XHLF Position: Q4 2023 in Review

Sunbelt Securities sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2023, closing a stake of 308 shares — an estimated $15.5K sold.

Sunbelt Securities first reported a position in XHLF in Q3 2023 and held it in 1 quarter. The position peaked at $15.5K in Q3 2023. 85 funds tracked by Wall St. Rank hold XHLF as of Q4 2023.

  • Sunbelt Securities reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 308 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2023, an estimated $15.5K.
  • Sunbelt Securities first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Sunbelt Securities's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $15.5K in Q3 2023.
  • 85 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.