Acorn Financial Advisory Services’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Acorn Financial Advisory Services’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 Q2	$1.27M	Sell	25,329 -10,931	-30%	-$549K	0.17%	65
2026 Q1	$1.82M	Buy	36,260 +12,333	+52%	+$620K	0.25%	47
2025 Q4	$1.2M	Sell	23,927 -3,414	-12%	-$172K	0.18%	57
2025 Q3	$1.38M	Sell	27,341 -1,760	-6%	-$88.5K	0.21%	52
2025 Q2	$1.46M	Buy	29,101 +5,344	+22%	+$269K	0.24%	46
2025 Q1	$1.2M	Buy	23,757 +8,965	+61%	+$451K	0.22%	56
2024 Q4	$742K	Buy	14,792 +5,664	+62%	+$285K	0.12%	85
2024 Q3	$460K	Buy	9,128 +782	+9%	+$39.3K	0.08%	118
2024 Q2	$420K	Buy	8,346 +206	+3%	+$10.3K	0.08%	117
2024 Q1	$410K	Buy	8,140 +87	+1%	+$4.37K	0.08%	124
2023 Q4	$404K	Buy	+8,053	New	+$404K	0.07%	165

Other funds holding XHLF

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Acorn Financial Advisory Services's XHLF Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 30% in Q2 2026, selling an estimated $549K and leaving 25,329 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #65.

Acorn Financial Advisory Services first reported a position in XHLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q1 2026. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Acorn Financial Advisory Services held 25,329 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.27M as of Q2 2026.
Acorn Financial Advisory Services sold 10,931 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $549K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.17% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #65 holding.
Acorn Financial Advisory Services first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Acorn Financial Advisory Services's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.82M in Q1 2026.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.