D.J. St. Germain’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

D.J. St. Germain’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	$40.7K	Buy	809 +124	+18%	+$6.23K	﹤0.01%	496
2026 Q1	$34.5K	Hold	685	–	–	﹤0.01%	505
2025 Q4	$34.4K	Buy	685 +187	+38%	+$9.41K	﹤0.01%	513
2025 Q3	$25.1K	Buy	+498	New	+$25.1K	﹤0.01%	553

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

D.J. St. Germain's XHLF Position: Q2 2026 in Review

D.J. St. Germain increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 18% in Q2 2026, buying an estimated $6.23K and bringing the position to 809 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

D.J. St. Germain first reported a position in XHLF in Q3 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

D.J. St. Germain held 809 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $40.7K as of Q2 2026.
D.J. St. Germain bought 124 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $6.23K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #496 holding.
D.J. St. Germain first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.