Able Wealth Management
XHLF icon

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

Able 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
2026
Q3 		$547K Sell
10,923
-4,601
-30% -$231K 0.12% 77
2026
Q2 		$781K Sell
15,524
-6,433
-29% -$323K 0.18% 65
2026
Q1 		$1.11M Sell
21,957
-19,457
-47% -$979K 0.3% 56
2025
Q4 		$2.08M Sell
41,414
-1,817
-4% -$91.4K 0.66% 36
2025
Q3 		$2.18M Buy
43,231
+3,596
+9% +$181K 0.82% 33
2025
Q2 		$2M Buy
39,635
+11,338
+40% +$570K 1.01% 25
2025
Q1 		$1.42M Buy
+28,297
New +$1.42M 0.84% 33

Other funds holding XHLF

Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
North Forty Two & Co
North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Able Wealth Management's XHLF Position: Q3 2026 in Review

Able Wealth Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 30% in Q3 2026, selling an estimated $231K and leaving 10,923 shares worth $547K. The position accounts for 0.12% of the portfolio, ranked #77.

Able Wealth Management first reported a position in XHLF in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.18M in Q3 2025. 45 funds tracked by Wall St. Rank hold XHLF as of Q3 2026.

  • Able Wealth Management held 10,923 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $547K as of Q3 2026.
  • Able Wealth Management sold 4,601 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2026, an estimated $231K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.12% of Able Wealth Management's portfolio in Q3 2026, its #77 holding.
  • Able Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
  • Able Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.18M in Q3 2025.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.