Astoria Portfolio Advisors’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Astoria Portfolio Advisors’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	$390K	Buy	7,754 +2	+0%	+$101	0.08%	180
2025 Q4	$390K	Buy	+7,752	New	+$390K	0.09%	172
2025 Q2	–	Sell	-8,698	Closed	-$437K	–	278
2025 Q1	$437K	Buy	+8,698	New	+$437K	0.15%	127
2024 Q2	–	Sell	-3,993	Closed	-$200K	–	203
2024 Q1	$200K	Sell	3,993 -13,260	-77%	-$666K	0.08%	185
2023 Q4	$866K	Buy	17,253 +290	+2%	+$14.6K	0.35%	52
2023 Q3	$853K	Buy	16,963 +12,326	+266%	+$619K	0.41%	46
2023 Q2	$233K	Buy	+4,637	New	+$233K	0.09%	170

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

Astoria Portfolio Advisors's XHLF Position: Q1 2026 in Review

Astoria Portfolio Advisors increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 0.03% in Q1 2026, buying an estimated $101 and bringing the position to 7,754 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #180.

Astoria Portfolio Advisors first reported a position in XHLF in Q2 2023 and has held it in 7 quarters since. The position peaked at $866K in Q4 2023. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Astoria Portfolio Advisors held 7,754 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $390K as of Q1 2026.
Astoria Portfolio Advisors bought 2 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $101.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.08% of Astoria Portfolio Advisors's portfolio in Q1 2026, its #180 holding.
Astoria Portfolio Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and has held it in 7 quarters since.
Astoria Portfolio Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $866K in Q4 2023.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.