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 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	–	1009
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

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return