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 Q2	$14.8M	Buy	294,518 +158,704	+117%	+$7.97M	0.25%	83
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 $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

Diversify Wealth Management's XHLF Position: Q2 2026 in Review

Diversify Wealth Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 117% in Q2 2026, buying an estimated $7.97M and bringing the position to 294,518 shares worth $14.8M. The position accounts for 0.25% of the portfolio, ranked #83.

Diversify Wealth Management first reported a position in XHLF in Q2 2024 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Diversify Wealth Management held 294,518 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $14.8M as of Q2 2026.
Diversify Wealth Management bought 158,704 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $7.97M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.25% of Diversify Wealth Management's portfolio in Q2 2026, its #83 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 9 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.