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

Carrera Capital Advisors’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	$151M	Buy	2,997,085 +171,976	+6%	+$8.64M	22.34%	1
2026 Q1	$142M	Buy	2,825,109 +335,325	+13%	+$16.9M	21.9%	1
2025 Q4	$126M	Buy	2,489,784 +135,935	+6%	+$6.84M	21.1%	1
2025 Q3	$119M	Buy	2,353,849 +99,896	+4%	+$5.03M	21.29%	1
2025 Q2	$113M	Buy	2,253,953 +318,558	+16%	+$16M	22.85%	1
2025 Q1	$97.5M	Sell	1,935,395 -307,715	-14%	-$15.5M	21.59%	1
2024 Q4	$113M	Buy	2,243,110 +374,859	+20%	+$18.8M	26.45%	1
2024 Q3	$94.2M	Buy	+1,868,251	New	+$93.9M	23.04%	1

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

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

JFG

JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

Carrera Capital Advisors's XHLF Position: Q2 2026 in Review

Carrera Capital Advisors increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 6.1% in Q2 2026, buying an estimated $8.64M and bringing the position to 2,997,085 shares worth $151M. The position accounts for 22.34% of the portfolio, ranked #1.

Carrera Capital Advisors first reported a position in XHLF in Q3 2024 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Carrera Capital Advisors held 2,997,085 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $151M as of Q2 2026.
Carrera Capital Advisors bought 171,976 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $8.64M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 22.34% of Carrera Capital Advisors's portfolio in Q2 2026, its #1 holding.
Carrera Capital Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.