3EDGE Asset Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

3EDGE Asset 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
2026 Q1	$33M	Sell	655,121 -248	-0%	-$12.5K	1.59%	16
2025 Q4	$32.9M	Sell	655,369 -184,931	-22%	-$9.31M	1.71%	18
2025 Q3	$42.4M	Sell	840,300 -12,343	-1%	-$621K	2.39%	12
2025 Q2	$42.9M	Sell	852,643 -115,398	-12%	-$5.8M	2.67%	10
2025 Q1	$48.7M	Sell	968,041 -41,517	-4%	-$2.09M	3.32%	9
2024 Q4	$50.7M	Sell	1,009,558 -1,542,918	-60%	-$77.5M	3.12%	12
2024 Q3	$129M	Sell	2,552,476 -1,540,710	-38%	-$77.5M	9.13%	4
2024 Q2	$206M	Sell	4,093,186 -133,964	-3%	-$6.72M	16.15%	1
2024 Q1	$213M	Buy	4,227,150 +333,830	+9%	+$16.8M	16.57%	1
2023 Q4	$195M	Sell	3,893,320 -3,368,708	-46%	-$169M	15.18%	1
2023 Q3	$364M	Sell	7,262,028 -731,753	-9%	-$36.7M	27.85%	1
2023 Q2	$401M	Buy	+7,993,781	New	+$401M	30.24%	1

Other funds holding XHLF

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 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 $1.15B AUM 19.91% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

3EDGE Asset Management's XHLF Position: Q1 2026 in Review

3EDGE Asset Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 0.04% in Q1 2026, selling an estimated $12.5K and leaving 655,121 shares worth $33M. The position accounts for 1.59% of the portfolio, ranked #16.

3EDGE Asset Management first reported a position in XHLF in Q2 2023 and has held it in 12 quarters since. The position peaked at $401M in Q2 2023. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

3EDGE Asset Management held 655,121 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $33M as of Q1 2026.
3EDGE Asset Management sold 248 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $12.5K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 1.59% of 3EDGE Asset Management's portfolio in Q1 2026, its #16 holding.
3EDGE Asset Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and has held it in 12 quarters since.
3EDGE Asset Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $401M in Q2 2023.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on 3EDGE Asset Management's 13F filing for Q1 2026, filed 15 May 2026.