Atria Investments’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Atria Investments’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	–	Sell	-18,717	Closed	-$941K	–	2167
2025 Q4	$941K	Sell	18,717 -36,786	-66%	-$1.85M	0.01%	1100
2025 Q3	$2.8M	Sell	55,503 -19,463	-26%	-$979K	0.03%	592
2025 Q2	$3.77M	Buy	+74,966	New	+$3.77M	0.04%	483

Other funds holding XHLF

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

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

JFG

JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

Atria Investments's XHLF Position: Q1 2026 in Review

Atria Investments sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2026, closing a stake of 18,717 shares — an estimated $941K sold.

Atria Investments first reported a position in XHLF in Q2 2025 and held it in 3 quarters. The position peaked at $3.77M in Q2 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Atria Investments reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 18,717 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $941K.
Atria Investments first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2025 and held it in 3 quarters.
Atria Investments's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $3.77M in Q2 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.