Compass Financial Management
XHLF icon

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
Q3 		$4.12K Sell
82
-106
-56% -$5.32K ﹤0.01% 1326
2026
Q2 		$9.46K Buy
+188
New +$9.45K ﹤0.01% 1071

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Q3 Asset Management
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Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return
a16z Perennial Management
a16z Perennial Management Menlo Park, California $74.2B AUM 12.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Compass Financial Management's XHLF Position: Q3 2026 in Review

Compass Financial Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 56% in Q3 2026, selling an estimated $5.32K and leaving 82 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Compass Financial Management first reported a position in XHLF in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.46K in Q2 2026. 118 funds tracked by Wall St. Rank hold XHLF as of Q3 2026.

  • Compass Financial Management held 82 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $4.12K as of Q3 2026.
  • Compass Financial Management sold 106 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2026, an estimated $5.32K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1326 holding.
  • Compass Financial Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $9.46K in Q2 2026.
  • 118 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.