XHLF — BONDBLOXX ETF TRUST

Ownership history in WT Wealth Management  ·  7 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management reported a position in BONDBLOXX ETF TRUST (XHLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.4% (2023 Q3)
Avg. % of fund
0.28%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,517 -5,650 -55.6% 0.07% $228K $49.45
2025 Q2 REDUCED 10,167 -6,179 -37.8% 0.15% $512K $48.89
2025 Q1 REDUCED 16,346 -3,685 -18.4% 0.27% $823K $48.42
2024 Q4 ADDED 20,031 +538 +2.8% 0.32% $1.0M $47.93
2024 Q3 ADDED 19,493 +14 +0.1% 0.35% $981K $47.43
2023 Q4 ADDED 19,479 +683 +3.6% 0.39% $978K $45.63
2023 Q3 INITIATED 18,796 — — 0.40% $945K —
% of Fund (quarterly)    XHLF price (monthly, adj. close)

Other funds also holding XHLF

As of 2025 Q4 — sorted by position size

Q3 Asset Management 3Y 7Y 55.19% Carrera Capital Advisors 21.1% TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 11.65% JDM Financial Group LLC 3Y 10.78% SoundView Advisors Inc. 9.1% Tanager Wealth Management LLP 3Y 8.8% a16z Perennial Management, L.P. 5.25% Strait & Sound Wealth Management LLC 3Y 2.54% Advisors Preferred, LLC 3Y 7Y 1.96% Warren Street Wealth Advisors, LLC 3Y 1.84%
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