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 Q2	$387K	Sell	7,698 -56	-0.7%	-$2.81K	0.07%	228
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

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

Astoria Portfolio Advisors's XHLF Position: Q2 2026 in Review

Astoria Portfolio Advisors reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 0.72% in Q2 2026, selling an estimated $2.81K and leaving 7,698 shares worth $387K. The position accounts for 0.07% of the portfolio, ranked #228.

Astoria Portfolio Advisors first reported a position in XHLF in Q2 2023 and has held it in 8 quarters since. The position peaked at $866K in Q4 2023. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Astoria Portfolio Advisors held 7,698 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $387K as of Q2 2026.
Astoria Portfolio Advisors sold 56 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.81K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.07% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #228 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 8 quarters since.
Astoria Portfolio Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $866K in Q4 2023.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.