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 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

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 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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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

Able Wealth Management's XHLF Position: Q1 2026 in Review

Able Wealth Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 47% in Q1 2026, selling an estimated $979K and leaving 21,957 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #56.

Able Wealth Management first reported a position in XHLF in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.18M in Q3 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Able Wealth Management held 21,957 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.11M as of Q1 2026.
Able Wealth Management sold 19,457 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $979K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.3% of Able Wealth Management's portfolio in Q1 2026, its #56 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 5 quarters since.
Able Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.18M 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 Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.