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COMPASS FINANCIAL MANAGEMENT LLC’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$9.46K Buy
+188
New +$9.45K ﹤0.01% 1071

Other funds holding XHLF

CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Bank of Montreal
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
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's XHLF Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026: 188 shares worth $9.46K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings.

96 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 188 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $9.46K as of Q2 2026.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1071 holding.
  • 96 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.