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

BlackDiamond Wealth 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	$908K	Buy	18,088 +7,220	+66%	+$363K	0.36%	63
2026 Q1	$547K	Sell	10,868 -1,302	-11%	-$65.5K	0.26%	84
2025 Q4	$612K	Buy	12,170 +2,960	+32%	+$149K	0.3%	73
2025 Q3	$464K	Sell	9,210 -6	-0.1%	-$302	0.25%	79
2025 Q2	$463K	Sell	9,216 -5	-0.1%	-$251	0.27%	69
2025 Q1	$463K	Buy	9,221 +66	+0.7%	+$3.32K	0.31%	60
2024 Q4	$459K	Sell	9,155 -8,459	-48%	-$425K	0.27%	81
2024 Q3	$885K	Sell	17,614 -32,878	-65%	-$1.65M	0.53%	47
2024 Q2	$2.54M	Buy	50,492 +9,871	+24%	+$495K	1.67%	16
2024 Q1	$2.04M	Sell	40,621 -1,601	-4%	-$80.4K	1.46%	22
2023 Q4	$2.12M	Sell	42,222 -1,833	-4%	-$92.1K	1.56%	18
2023 Q3	$2.22M	Buy	44,055 +11,736	+36%	+$589K	2%	13
2023 Q2	$1.62M	Buy	+32,319	New	+$1.62M	1.37%	19

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

BlackDiamond Wealth Management's XHLF Position: Q2 2026 in Review

BlackDiamond Wealth Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 66% in Q2 2026, buying an estimated $363K and bringing the position to 18,088 shares worth $908K. The position accounts for 0.36% of the portfolio, ranked #63.

BlackDiamond Wealth Management first reported a position in XHLF in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.54M in Q2 2024. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

BlackDiamond Wealth Management held 18,088 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $908K as of Q2 2026.
BlackDiamond Wealth Management bought 7,220 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $363K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.36% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #63 holding.
BlackDiamond Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
BlackDiamond Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.54M in Q2 2024.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.