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XHLF icon

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

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

WealthPLAN Partners's XHLF Position: Q3 2024 in Review

WealthPLAN Partners sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2024, closing a stake of 115,960 shares — an estimated $5.83M sold.

WealthPLAN Partners first reported a position in XHLF in Q1 2023 and held it in 6 quarters. The position peaked at $6.71M in Q1 2024. 99 funds tracked by Wall St. Rank hold XHLF as of Q3 2024.

  • WealthPLAN Partners reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 115,960 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2024, an estimated $5.83M.
  • WealthPLAN Partners first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2023 and held it in 6 quarters.
  • WealthPLAN Partners's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $6.71M in Q1 2024.
  • 99 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.