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 Q2	$15.2M	Sell	301,901 -38,006	-11%	-$1.91M	0.27%	80
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 $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

Evergreen Capital Management's XHLF Position: Q2 2026 in Review

Evergreen Capital Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 11% in Q2 2026, selling an estimated $1.91M and leaving 301,901 shares worth $15.2M. The position accounts for 0.27% of the portfolio, ranked #80.

Evergreen Capital Management first reported a position in XHLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1M in Q1 2026. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Evergreen Capital Management held 301,901 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $15.2M as of Q2 2026.
Evergreen Capital Management sold 38,006 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.91M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.27% of Evergreen Capital Management's portfolio in Q2 2026, its #80 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 7 quarters since.
Evergreen Capital Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $17.1M in Q1 2026.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.