EMAM
XHLF icon

Encompass More Asset Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Encompass More Asset 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 		$10.2M Buy
203,535
+21,214
+12% +$1.07M 1.49% 16
2026
Q1 		$9.18M Buy
182,321
+109,856
+152% +$5.52M 1.54% 17
2025
Q4 		$3.64M Buy
72,465
+1,398
+2% +$70.3K 0.67% 34
2025
Q3 		$3.58M Sell
71,067
-8,630
-11% -$434K 0.69% 36
2025
Q2 		$4.01M Buy
79,697
+5,742
+8% +$289K 0.94% 27
2025
Q1 		$3.72M Buy
73,955
+8,866
+14% +$446K 1.11% 25
2024
Q4 		$3.27M Buy
65,089
+6,489
+11% +$326K 1.08% 21
2024
Q3 		$2.96M Sell
58,600
-38,137
-39% -$1.92M 1.13% 22
2024
Q2 		$4.86M Buy
96,737
+9,236
+11% +$463K 3.47% 5
2024
Q1 		$4.4M Buy
+87,501
New +$4.4M 3.65% 5

Other funds holding XHLF

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Encompass More Asset Management's XHLF Position: Q2 2026 in Review

Encompass More Asset Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 12% in Q2 2026, buying an estimated $1.07M and bringing the position to 203,535 shares worth $10.2M. The position accounts for 1.49% of the portfolio, ranked #16.

Encompass More Asset Management first reported a position in XHLF in Q1 2024 and has held it in 10 quarters since. 15 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Encompass More Asset Management held 203,535 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $10.2M as of Q2 2026.
  • Encompass More Asset Management bought 21,214 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.07M.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 1.49% of Encompass More Asset Management's portfolio in Q2 2026, its #16 holding.
  • Encompass More Asset Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 15 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.