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

Wealth Management Solutions’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
Q3 		$895K Sell
17,811
-459
-3% -$23K 0.61% 19
2023
Q2 		$918K Buy
+18,270
New +$917K 0.6% 19

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wealth Management Solutions's XHLF Position: Q3 2023 in Review

Wealth Management Solutions reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 2.5% in Q3 2023, selling an estimated $23K and leaving 17,811 shares worth $895K. The position accounts for 0.61% of the portfolio, ranked #19.

Wealth Management Solutions first reported a position in XHLF in Q2 2023 and has held it in 2 quarters since. The position peaked at $918K in Q2 2023. 69 funds tracked by Wall St. Rank hold XHLF as of Q3 2023.

  • Wealth Management Solutions held 17,811 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $895K as of Q3 2023.
  • Wealth Management Solutions sold 459 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2023, an estimated $23K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.61% of Wealth Management Solutions's portfolio in Q3 2023, its #19 holding.
  • Wealth Management Solutions first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and has held it in 2 quarters since.
  • Wealth Management Solutions's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $918K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.