Bulwark Capital’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Bulwark Capital’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 Q3	$4.18M	Sell	83,236 -11,425	-12%	-$574K	2.21%	13
2026 Q2	$4.76M	Sell	94,661 -8,698	-8%	-$437K	2.68%	14
2026 Q1	$5.2M	Buy	103,359 +6,020	+6%	+$303K	3.21%	10
2025 Q4	$4.89M	Buy	97,339 +5,596	+6%	+$282K	3.48%	10
2025 Q3	$4.63M	Buy	91,743 +71,404	+351%	+$3.59M	3.6%	9
2025 Q2	$1.02M	Buy	+20,339	New	+$1.02M	0.86%	27

Other funds holding XHLF

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Bulwark Capital's XHLF Position: Q3 2026 in Review

Bulwark Capital reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 12% in Q3 2026, selling an estimated $574K and leaving 83,236 shares worth $4.18M. The position accounts for 2.21% of the portfolio, ranked #13.

Bulwark Capital first reported a position in XHLF in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.2M in Q1 2026. 57 funds tracked by Wall St. Rank hold XHLF as of Q3 2026.

Bulwark Capital held 83,236 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $4.18M as of Q3 2026.
Bulwark Capital sold 11,425 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2026, an estimated $574K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 2.21% of Bulwark Capital's portfolio in Q3 2026, its #13 holding.
Bulwark Capital first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2025 and has held it in 6 quarters since.
Bulwark Capital's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $5.2M in Q1 2026.
57 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.