WWM
XHLF icon

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

WT Wealth 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
2025
Q4 		– Sell
-4,517
Closed -$228K – 150
2025
Q3 		$228K Sell
4,517
-5,650
-56% -$284K 0.07% 127
2025
Q2 		$512K Sell
10,167
-6,179
-38% -$311K 0.15% 93
2025
Q1 		$823K Sell
16,346
-3,685
-18% -$185K 0.27% 65
2024
Q4 		$1.01M Sell
20,031
-1,101
-5% -$55.3K 0.32% 67
2024
Q3 		$1.06M Buy
21,132
+6,463
+44% +$325K 0.34% 65
2024
Q2 		$738K Sell
14,669
-4,824
-25% -$242K 0.25% 74
2024
Q1 		$981K Buy
19,493
+14
+0.1% +$703 0.35% 72
2023
Q4 		$978K Buy
19,479
+683
+4% +$34.3K 0.39% 69
2023
Q3 		$945K Buy
+18,796
New +$943K 0.41% 63

Other funds holding XHLF

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 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 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
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return
SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return

WT Wealth Management's XHLF Position: Q4 2025 in Review

WT Wealth Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2025, closing a stake of 4,517 shares — an estimated $228K sold.

WT Wealth Management first reported a position in XHLF in Q3 2023 and held it in 9 quarters. The position peaked at $1.06M in Q3 2024. 133 funds tracked by Wall St. Rank hold XHLF as of Q4 2025.

  • WT Wealth Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • WT Wealth Management sold 4,517 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2025, an estimated $228K.
  • WT Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and held it in 9 quarters.
  • WT Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.06M in Q3 2024.
  • 133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2025.

Based on WT Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.