CSP
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Cary Street Partners’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Cary Street Partners’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 		$2.49M Sell
49,476
-3,224
-6% -$162K 0.05% 321
2026
Q1 		$2.65M Sell
52,700
-809
-2% -$40.7K 0.07% 281
2025
Q4 		$2.69M Sell
53,509
-9,637
-15% -$485K 0.07% 283
2025
Q3 		$3.18M Sell
63,146
-2,591
-4% -$130K 0.08% 245
2025
Q2 		$3.31M Buy
65,737
+4,857
+8% +$244K 0.09% 229
2025
Q1 		$3.07M Sell
60,880
-1,188
-2% -$59.7K 0.1% 216
2024
Q4 		$3.11M Buy
+62,068
New +$3.12M 0.1% 201

Other funds holding XHLF

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWA
CogentBlue Wealth Advisors Knoxville, Tennessee $175M AUM 32.95% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Cary Street Partners's XHLF Position: Q2 2026 in Review

Cary Street Partners reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 6.1% in Q2 2026, selling an estimated $162K and leaving 49,476 shares worth $2.49M. The position accounts for 0.05% of the portfolio, ranked #321.

Cary Street Partners first reported a position in XHLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q2 2025. 15 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Cary Street Partners held 49,476 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $2.49M as of Q2 2026.
  • Cary Street Partners sold 3,224 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $162K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.05% of Cary Street Partners's portfolio in Q2 2026, its #321 holding.
  • Cary Street Partners first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $3.31M in Q2 2025.
  • 15 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.