TCWM
XHLF icon

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

Total Clarity Wealth Management’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
-4,837
Closed -$244K – 335
2025
Q3 		$244K Sell
4,837
-232
-5% -$11.7K 0.06% 248
2025
Q2 		$255K Sell
5,069
-3,769
-43% -$189K 0.07% 232
2025
Q1 		$443K Hold
8,838
– – 0.14% 156
2024
Q4 		$443K Sell
8,838
-111
-1% -$5.58K 0.14% 157
2024
Q3 		$451K Buy
8,949
+61
+0.7% +$3.07K 0.15% 151
2024
Q2 		$447K Sell
8,888
-1,128
-11% -$56.6K 0.16% 147
2024
Q1 		$504K Buy
10,016
+130
+1% +$6.53K 0.18% 143
2023
Q4 		$496K Buy
9,886
+120
+1% +$6.03K 0.2% 128
2023
Q3 		$491K Sell
9,766
-87
-0.9% -$4.37K 0.24% 110
2023
Q2 		$495K Buy
+9,853
New +$494K 0.25% 101

Other funds holding XHLF

Potomac Fund Management
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

Total Clarity Wealth Management's XHLF Position: Q4 2025 in Review

Total Clarity Wealth Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2025, closing a stake of 4,837 shares — an estimated $244K sold.

Total Clarity Wealth Management first reported a position in XHLF in Q2 2023 and held it in 10 quarters. The position peaked at $504K in Q1 2024. 133 funds tracked by Wall St. Rank hold XHLF as of Q4 2025.

  • Total Clarity Wealth Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 4,837 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2025, an estimated $244K.
  • Total Clarity Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and held it in 10 quarters.
  • Total Clarity Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $504K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2025.

Based on Total Clarity Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.