Back to AE Wealth Management LLC AE Wealth Management LLC

XHLFXHLF
Showing 7 of 10 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF

AE Wealth Management LLC holds 1,414 shares of XHLF (BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF), worth $71,124 as of 2026-Q2. The position was decreased (-95.4% shares). XHLF represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$71,124

Current Shares

1,414

Total Value Change

-$264,630

Total Shares Change

-5,277

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1,414
-95.4%
$71,1240.0%$50.00
0
2026-Q1
Increased
30,917
+286.9%
$1.6M0.0%$49.57
41
2025-Q4
Decreased
7,992
-9.6%
$401,5850.0%$49.19
0
2025-Q3
Decreased
8,841
-63.7%
$445,7630.0%$48.71
0
2025-Q2
Increased
24,342
+787.8%
$1.2M0.0%$48.15
41
2025-Q1
Decreased
2,742
-59.0%
$138,0740.0%$47.68
0
2024-Q4
New
6,691
-
$335,7540.0%$47.20
33

Other major holders of XHLF: Cetera Investment Advisers, BANK OF MONTREAL /CAN/, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used