DAS
XHLF icon

Dynamic Advisor Solutions’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Dynamic Advisor Solutions’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 		$485K Hold
9,650
– – 0.01% 696
2026
Q1 		$486K Sell
9,650
-2,600
-21% -$131K 0.02% 656
2025
Q4 		$616K Hold
12,250
– – 0.02% 576
2025
Q3 		$618K Buy
12,250
+750
+7% +$37.7K 0.02% 571
2025
Q2 		$579K Buy
11,500
+6,000
+109% +$302K 0.02% 571
2025
Q1 		$277K Buy
+5,500
New +$276K 0.01% 733

Other funds holding XHLF

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWA
CogentBlue Wealth Advisors Knoxville, Tennessee $175M AUM 32.95% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Dynamic Advisor Solutions's XHLF Position: Q2 2026 in Review

Dynamic Advisor Solutions held its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) position steady in Q2 2026 at 9,650 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #696.

Dynamic Advisor Solutions first reported a position in XHLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $618K in Q3 2025. 15 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Dynamic Advisor Solutions held 9,650 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $485K as of Q2 2026.
  • Dynamic Advisor Solutions left its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF share count unchanged in Q2 2026.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #696 holding.
  • Dynamic Advisor Solutions first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Dynamic Advisor Solutions's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $618K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.