Focus Partners Wealth’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Focus Partners Wealth’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	$12.5M	Buy	247,772 +91,135	+58%	+$4.58M	0.01%	645
2025 Q4	$7.87M	Buy	156,637 +135,062	+626%	+$6.8M	0.01%	785
2025 Q3	$1.09M	Buy	21,575 +8,544	+66%	+$430K	﹤0.01%	1252
2025 Q2	$656K	Buy	+13,031	New	+$655K	﹤0.01%	1307
2025 Q1	–	Sell	-14,823	Closed	-$747K	–	2040
2024 Q4	$747K	Buy	+14,823	New	+$745K	﹤0.01%	1163
2024 Q3	–	Sell	-15,550	Closed	-$782K	–	1726
2024 Q2	$782K	Buy	+15,550	New	+$780K	﹤0.01%	851

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

Focus Partners Wealth's XHLF Position: Q1 2026 in Review

Focus Partners Wealth increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 58% in Q1 2026, buying an estimated $4.58M and bringing the position to 247,772 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #645.

Focus Partners Wealth first reported a position in XHLF in Q2 2024 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Focus Partners Wealth held 247,772 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $12.5M as of Q1 2026.
Focus Partners Wealth bought 91,135 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $4.58M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #645 holding.
Focus Partners Wealth first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.