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

Buck Wealth Strategies’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	$122K	Buy	+2,421	New	+$122K	0.01%	238
2024 Q4	–	Sell	-8,167	Closed	-$412K	–	81
2024 Q3	$412K	Sell	8,167 -553	-6%	-$27.8K	0.13%	61
2024 Q2	$438K	Buy	+8,720	New	+$437K	0.13%	62

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

Buck Wealth Strategies's XHLF Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026: 2,421 shares worth $122K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in XHLF as recently as Q3 2024.

Buck Wealth Strategies first reported a position in XHLF in Q2 2024 and has held it in 3 quarters since. The position peaked at $438K in Q2 2024. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Buck Wealth Strategies held 2,421 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $122K as of Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF was a new Buck Wealth Strategies position in Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #238 holding.
Buck Wealth Strategies first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2024 and has held it in 3 quarters since.
Buck Wealth Strategies's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $438K 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 Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.