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 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 $2.88B AUM 15.75% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carrera Capital Advisors's XHLF Position: Q1 2026 in Review

Carrera Capital Advisors increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 13% in Q1 2026, buying an estimated $16.9M and bringing the position to 2,825,109 shares worth $142M. The position accounts for 21.9% of the portfolio, ranked #1.

Carrera Capital Advisors first reported a position in XHLF in Q3 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Carrera Capital Advisors held 2,825,109 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $142M as of Q1 2026.
Carrera Capital Advisors bought 335,325 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $16.9M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 21.9% of Carrera Capital Advisors's portfolio in Q1 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 7 quarters since.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Carrera Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.