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 Q2	$584K	Buy	11,618 +585	+5%	+$29.4K	0.02%	667
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 $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

Belpointe Asset Management's XHLF Position: Q2 2026 in Review

Belpointe Asset Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 5.3% in Q2 2026, buying an estimated $29.4K and bringing the position to 11,618 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #667.

Belpointe Asset Management first reported a position in XHLF in Q3 2023 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Belpointe Asset Management held 11,618 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $584K as of Q2 2026.
Belpointe Asset Management bought 585 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $29.4K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #667 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 8 quarters since.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.