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 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 $2.88B AUM 15.75% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Curry Webb Wealth Management's XHLF Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 27% in Q1 2026, selling an estimated $765K and leaving 41,109 shares worth $2.07M. The position accounts for 0.98% of the portfolio, ranked #26.

Curry Webb Wealth Management first reported a position in XHLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.83M in Q4 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Curry Webb Wealth Management held 41,109 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $2.07M as of Q1 2026.
Curry Webb Wealth Management sold 15,204 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $765K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.98% of Curry Webb Wealth Management's portfolio in Q1 2026, its #26 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 2 quarters since.
Curry Webb Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.83M in Q4 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.