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

Compass Financial Management’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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's XHLF Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1071 holding.
120 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's 13F filing for Q2 2026, filed 12 Aug 2026.