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 Q2	–	Sell	-7,775	Closed	-$391K	–	155
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 $3.97B AUM 18.34% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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

Certior Financial Group's XHLF Position: Q2 2026 in Review

Certior Financial Group sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026, closing a stake of 7,775 shares — an estimated $391K sold.

Certior Financial Group first reported a position in XHLF in Q4 2024 and held it in 6 quarters. The position peaked at $436K in Q1 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Certior Financial Group reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Certior Financial Group sold 7,775 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $391K.
Certior Financial Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2024 and held it in 6 quarters.
Certior Financial Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $436K in Q1 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.