Dynamic Advisor Solutions
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
Q3 		$384K Sell
7,650
-2,000
-21% -$100K 0.01% 746
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

Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
NFTC
North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Dynamic Advisor Solutions's XHLF Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 21% in Q3 2026, selling an estimated $100K and leaving 7,650 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #746.

Dynamic Advisor Solutions first reported a position in XHLF in Q1 2025 and has held it in 7 quarters since. The position peaked at $618K in Q3 2025. 25 funds tracked by Wall St. Rank hold XHLF as of Q3 2026.

  • Dynamic Advisor Solutions held 7,650 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $384K as of Q3 2026.
  • Dynamic Advisor Solutions sold 2,000 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2026, an estimated $100K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #746 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 7 quarters since.
  • Dynamic Advisor Solutions's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $618K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.