Beacon Capital Management Inc (Ohio)’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Beacon Capital Management Inc (Ohio)’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	-60,703	Closed	-$3.05M	–	155
2025 Q4	$3.05M	Sell	60,703 -111,870	-65%	-$5.63M	0.16%	43
2025 Q3	$8.7M	Buy	+172,573	New	+$8.68M	0.42%	34

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 $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 $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 $2.24B AUM 16.9% 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

Beacon Capital Management Inc (Ohio)'s XHLF Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2026, closing a stake of 60,703 shares — an estimated $3.05M sold.

Beacon Capital Management Inc (Ohio) first reported a position in XHLF in Q3 2025 and held it in 2 quarters. The position peaked at $8.7M in Q3 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Beacon Capital Management Inc (Ohio) reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 60,703 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $3.05M.
Beacon Capital Management Inc (Ohio) first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2025 and held it in 2 quarters.
Beacon Capital Management Inc (Ohio)'s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $8.7M 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 Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.