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

Diversify 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	$6.83M	Buy	135,814 +330	+0.2%	+$16.6K	0.12%	177
2025 Q4	$6.81M	Buy	135,484 +10,750	+9%	+$541K	0.32%	81
2025 Q3	$6.26M	Buy	124,734 +164	+0.1%	+$8.25K	0.36%	69
2025 Q2	$6.26M	Buy	124,570 +8,183	+7%	+$411K	0.39%	63
2025 Q1	$5.86M	Sell	116,387 -1,726	-1%	-$86.8K	0.44%	55
2024 Q4	$5.93M	Sell	118,113 -44,920	-28%	-$2.26M	0.46%	52
2024 Q3	$8.2M	Buy	163,033 +109,160	+203%	+$5.49M	0.79%	24
2024 Q2	$2.71M	Buy	+53,873	New	+$2.7M	0.34%	73

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 $649M AUM 19.82% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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 $2.07B AUM 16.66% 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

Diversify Wealth Management's XHLF Position: Q1 2026 in Review

Diversify Wealth Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 0.24% in Q1 2026, buying an estimated $16.6K and bringing the position to 135,814 shares worth $6.83M. The position accounts for 0.12% of the portfolio, ranked #177.

Diversify Wealth Management first reported a position in XHLF in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.2M in Q3 2024. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Diversify Wealth Management held 135,814 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $6.83M as of Q1 2026.
Diversify Wealth Management bought 330 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $16.6K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.12% of Diversify Wealth Management's portfolio in Q1 2026, its #177 holding.
Diversify Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $8.2M in Q3 2024.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.