Curry Webb Wealth Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Curry Webb Wealth 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	$1.74M	Sell	34,629 -6,480	-16%	-$326K	0.72%	29
2026 Q1	$2.07M	Sell	41,109 -15,204	-27%	-$765K	0.98%	26
2025 Q4	$2.83M	Buy	+56,313	New	+$2.83M	1.4%	23

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

Curry Webb Wealth Management's XHLF Position: Q2 2026 in Review

Curry Webb Wealth Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 16% in Q2 2026, selling an estimated $326K and leaving 34,629 shares worth $1.74M. The position accounts for 0.72% of the portfolio, ranked #29.

Curry Webb Wealth Management first reported a position in XHLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.83M in Q4 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Curry Webb Wealth Management held 34,629 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.74M as of Q2 2026.
Curry Webb Wealth Management sold 6,480 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $326K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.72% of Curry Webb Wealth Management's portfolio in Q2 2026, its #29 holding.
Curry Webb Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Curry Webb Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.83M in Q4 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.