Financial Guidance Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Financial Guidance Group’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	$483K	Hold	9,600	–	–	0.18%	62
2026 Q1	$483K	Hold	9,600	–	–	0.19%	61
2025 Q4	$482K	Hold	9,600	–	–	0.2%	60
2025 Q3	$484K	Hold	9,600	–	–	0.22%	58
2025 Q2	$483K	Hold	9,600	–	–	0.23%	56
2025 Q1	$483K	Hold	9,600	–	–	0.26%	49
2024 Q4	$482K	Hold	9,600	–	–	0.26%	52
2024 Q3	$484K	Hold	9,600	–	–	0.28%	49
2024 Q2	$483K	Sell	9,600 -100	-1%	-$5.02K	0.3%	50
2024 Q1	$488K	Hold	9,700	–	–	0.32%	41
2023 Q4	$487K	Hold	9,700	–	–	0.34%	40
2023 Q3	$488K	Buy	+9,700	New	+$487K	0.37%	37

Other funds holding XHLF

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Fairlight Advisors San Francisco, California $123M AUM

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

NFTC

North Forty Two & Co Lake Oswego, Oregon $118M AUM 21.54% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Financial Guidance Group's XHLF Position: Q2 2026 in Review

Financial Guidance Group held its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) position steady in Q2 2026 at 9,600 shares worth $483K. The position accounts for 0.18% of the portfolio, ranked #62.

Financial Guidance Group first reported a position in XHLF in Q3 2023 and has held it in 12 quarters since. The position peaked at $488K in Q1 2024. 54 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Financial Guidance Group held 9,600 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $483K as of Q2 2026.
Financial Guidance Group 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 0.18% of Financial Guidance Group's portfolio in Q2 2026, its #62 holding.
Financial Guidance Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Financial Guidance Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $488K in Q1 2024.
54 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.