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

Evergreen Capital 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	$17.1M	Buy	339,907 +23,140	+7%	+$1.16M	0.37%	58
2025 Q4	$16M	Buy	316,767 +125,962	+66%	+$6.34M	0.36%	65
2025 Q3	$9.62M	Buy	190,805 +18,894	+11%	+$950K	0.23%	113
2025 Q2	$8.65M	Buy	171,911 +34,199	+25%	+$1.72M	0.26%	105
2025 Q1	$6.93M	Buy	137,712 +91,254	+196%	+$4.59M	0.23%	127
2024 Q4	$2.33M	Buy	+46,458	New	+$2.34M	0.08%	234

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 $1.03B AUM 16.43% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 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

Evergreen Capital Management's XHLF Position: Q1 2026 in Review

Evergreen Capital Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 7.3% in Q1 2026, buying an estimated $1.16M and bringing the position to 339,907 shares worth $17.1M. The position accounts for 0.37% of the portfolio, ranked #58.

Evergreen Capital Management first reported a position in XHLF in Q4 2024 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Evergreen Capital Management held 339,907 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $17.1M as of Q1 2026.
Evergreen Capital Management bought 23,140 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.16M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.37% of Evergreen Capital Management's portfolio in Q1 2026, its #58 holding.
Evergreen Capital Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.