Capstone Wealth Management Group (Oregon)’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Capstone Wealth Management Group (Oregon)’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	–	Sell	-4,041	Closed	-$203K	–	135
2025 Q4	$203K	Buy	4,041 +41	+1%	+$2.06K	0.12%	123
2025 Q3	$202K	Buy	+4,000	New	+$201K	0.13%	121

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 $1.03B AUM 16.43% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 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

Capstone Wealth Management Group (Oregon)'s XHLF Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2026, closing a stake of 4,041 shares — an estimated $203K sold.

Capstone Wealth Management Group (Oregon) first reported a position in XHLF in Q3 2025 and held it in 2 quarters. The position peaked at $203K in Q4 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Capstone Wealth Management Group (Oregon) reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Capstone Wealth Management Group (Oregon) sold 4,041 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $203K.
Capstone Wealth Management Group (Oregon) first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2025 and held it in 2 quarters.
Capstone Wealth Management Group (Oregon)'s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $203K in Q4 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.