CFS Investment Advisory Services’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

CFS Investment Advisory Services’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	$309K	Sell	6,155 -1,981	-24%	-$99.5K	0.02%	313
2026 Q1	$409K	Sell	8,136 -1,653	-17%	-$83.1K	0.03%	273
2025 Q4	$492K	Buy	9,789 +26	+0.3%	+$1.31K	0.04%	240
2025 Q3	$492K	Buy	+9,763	New	+$491K	0.04%	236

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

CFS Investment Advisory Services's XHLF Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 24% in Q2 2026, selling an estimated $99.5K and leaving 6,155 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #313.

CFS Investment Advisory Services first reported a position in XHLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $492K in Q3 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

CFS Investment Advisory Services held 6,155 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $309K as of Q2 2026.
CFS Investment Advisory Services sold 1,981 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $99.5K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #313 holding.
CFS Investment Advisory Services first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
CFS Investment Advisory Services's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $492K in Q3 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.