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ABLE Financial Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

ABLE Financial Group’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 		$357K Buy
7,101
+666
+10% +$33.5K 0.07% 156
2025
Q4 		$323K Sell
6,435
-665
-9% -$33.5K 0.07% 159
2025
Q3 		$358K Buy
+7,100
New +$357K 0.08% 140

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 $1.03B 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 Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Royal Bank of Canada
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

ABLE Financial Group's XHLF Position: Q1 2026 in Review

ABLE Financial Group increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 10% in Q1 2026, buying an estimated $33.5K and bringing the position to 7,101 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #156.

ABLE Financial Group first reported a position in XHLF in Q3 2025 and has held it in 3 quarters since. The position peaked at $358K in Q3 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

  • ABLE Financial Group held 7,101 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $357K as of Q1 2026.
  • ABLE Financial Group bought 666 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $33.5K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.07% of ABLE Financial Group's portfolio in Q1 2026, its #156 holding.
  • ABLE Financial Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • ABLE Financial Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $358K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.