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Trademark Financial Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Trademark Financial 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
2024
Q1 		– Sell
-5,680
Closed -$285K – 92
2023
Q4 		$285K Buy
+5,680
New +$285K 0.21% 78

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Trademark Financial Management's XHLF Position: Q1 2024 in Review

Trademark Financial Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2024, closing a stake of 5,680 shares — an estimated $285K sold.

Trademark Financial Management first reported a position in XHLF in Q4 2023 and held it in 1 quarter. The position peaked at $285K in Q4 2023. 91 funds tracked by Wall St. Rank hold XHLF as of Q1 2024.

  • Trademark Financial Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Trademark Financial Management sold 5,680 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2024, an estimated $285K.
  • Trademark Financial Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Trademark Financial Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $285K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2024.

Based on Trademark Financial Management's 13F filing for Q1 2024, filed 7 May 2024.