Belpointe Asset Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Belpointe Asset Management’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	$555K	Buy	11,033 +867	+9%	+$43.6K	0.02%	656
2025 Q4	$511K	Buy	10,166 +3,530	+53%	+$178K	0.02%	649
2025 Q3	$335K	Buy	6,636 +195	+3%	+$9.81K	0.01%	760
2025 Q2	$324K	Buy	6,441 +227	+4%	+$11.4K	0.01%	732
2025 Q1	$313K	Buy	+6,214	New	+$312K	0.02%	710
2024 Q1	–	Sell	-5,532	Closed	-$278K	–	849
2023 Q4	$278K	Buy	5,532 +32	+0.6%	+$1.61K	0.02%	547
2023 Q3	$276K	Buy	+5,500	New	+$276K	0.03%	502

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

Belpointe Asset Management's XHLF Position: Q1 2026 in Review

Belpointe Asset Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 8.5% in Q1 2026, buying an estimated $43.6K and bringing the position to 11,033 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #656.

Belpointe Asset Management first reported a position in XHLF in Q3 2023 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Belpointe Asset Management held 11,033 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $555K as of Q1 2026.
Belpointe Asset Management bought 867 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $43.6K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.02% of Belpointe Asset Management's portfolio in Q1 2026, its #656 holding.
Belpointe Asset Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.