WIM
XHLF icon

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

WealthPlan Investment 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
2026
Q1 		$580K Sell
11,530
-460
-4% -$23.1K 0.03% 283
2025
Q4 		$602K Sell
11,990
-733
-6% -$36.9K 0.04% 235
2025
Q3 		$642K Buy
12,723
+7
+0.1% +$352 0.04% 208
2025
Q2 		$640K Sell
12,716
-1,927
-13% -$96.8K 0.05% 216
2025
Q1 		$737K Sell
14,643
-47
-0.3% -$2.36K 0.07% 149
2024
Q4 		$737K Sell
14,690
-5,203
-26% -$262K 0.07% 142
2024
Q3 		$1M Sell
19,893
-165,633
-89% -$8.33M 0.1% 128
2024
Q2 		$9.33M Sell
185,526
-38,167
-17% -$1.91M 1.41% 22
2024
Q1 		$11.3M Buy
+223,693
New +$11.2M 1.72% 13

Other funds holding XHLF

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return