Certior Financial Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Certior Financial Group’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	$391K	Buy	7,775 +152	+2%	+$7.64K	0.25%	80
2025 Q4	$383K	Sell	7,623 -949	-11%	-$47.8K	0.26%	84
2025 Q3	$432K	Hold	8,572	–	–	0.29%	75
2025 Q2	$432K	Sell	8,572 -81	-0.9%	-$4.07K	0.32%	69
2025 Q1	$436K	Buy	8,653 +83	+1%	+$4.17K	0.35%	62
2024 Q4	$430K	Buy	+8,570	New	+$431K	0.37%	70

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

Certior Financial Group's XHLF Position: Q1 2026 in Review

Certior Financial Group increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 2% in Q1 2026, buying an estimated $7.64K and bringing the position to 7,775 shares worth $391K. The position accounts for 0.25% of the portfolio, ranked #80.

Certior Financial Group first reported a position in XHLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $436K in Q1 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Certior Financial Group held 7,775 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $391K as of Q1 2026.
Certior Financial Group bought 152 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $7.64K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.25% of Certior Financial Group's portfolio in Q1 2026, its #80 holding.
Certior Financial Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Certior Financial Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $436K in Q1 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Certior Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.