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 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 $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 $1.15B 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 $2.07B 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

BlackDiamond Wealth Management's XHLF Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 11% in Q1 2026, selling an estimated $65.5K and leaving 10,868 shares worth $547K. The position accounts for 0.26% of the portfolio, ranked #84.

BlackDiamond Wealth Management first reported a position in XHLF in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.54M in Q2 2024. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

BlackDiamond Wealth Management held 10,868 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $547K as of Q1 2026.
BlackDiamond Wealth Management sold 1,302 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $65.5K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.26% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #84 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 12 quarters since.
BlackDiamond Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.54M in Q2 2024.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.