WealthPLAN Partners’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-115,960	Closed	-$5.83M	–	313
2024 Q2	$5.83M	Sell	115,960 -17,344	-13%	-$870K	0.63%	37
2024 Q1	$6.71M	Buy	133,304 +124,167	+1,359%	+$6.24M	0.69%	39
2023 Q4	$459K	Sell	9,137 -33	-0.4%	-$1.66K	0.05%	225
2023 Q3	$461K	Buy	9,170 +2,280	+33%	+$114K	0.05%	210
2023 Q2	$346K	Sell	6,890 -687	-9%	-$34.5K	0.05%	232
2023 Q1	$381K	Buy	+7,577	New	+$380K	0.04%	224

Other funds holding XHLF

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.57B AUM 15.17% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return