Financial Network Wealth Advisors’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Financial Network Wealth Advisors’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	–	Sell	-9,665	Closed	-$486K	–	894
2026 Q1	$486K	Buy	9,665 +922	+11%	+$46.4K	0.5%	32
2025 Q4	$439K	Sell	8,743 -820	-9%	-$41.3K	0.46%	41
2025 Q3	$482K	Sell	9,563 -419	-4%	-$21.1K	0.53%	35
2025 Q2	$502K	Buy	9,982 +478	+5%	+$24K	0.61%	31
2025 Q1	$479K	Buy	9,504 +3,622	+62%	+$182K	0.63%	31
2024 Q4	$295K	Buy	+5,882	New	+$296K	0.55%	35
2024 Q3	–	Sell	-36,870	Closed	-$1.85M	–	1008
2024 Q2	$1.85M	Sell	36,870 -2,024	-5%	-$102K	1.39%	11
2024 Q1	$1.96M	Buy	38,894 +4	+0%	+$201	1.95%	8
2023 Q4	$1.95M	Buy	+38,890	New	+$1.95M	2.08%	9

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

Financial Network Wealth Advisors's XHLF Position: Q2 2026 in Review

Financial Network Wealth Advisors sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026, closing a stake of 9,665 shares — an estimated $486K sold.

Financial Network Wealth Advisors first reported a position in XHLF in Q4 2023 and held it in 9 quarters. The position peaked at $1.96M in Q1 2024. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Financial Network Wealth Advisors reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Financial Network Wealth Advisors sold 9,665 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $486K.
Financial Network Wealth Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2023 and held it in 9 quarters.
Financial Network Wealth Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.96M in Q1 2024.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.