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 Q2	$27.3M	Buy	542,920 +295,148	+119%	+$14.8M	0.03%	438
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 $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

JFG

JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

Focus Partners Wealth's XHLF Position: Q2 2026 in Review

Focus Partners Wealth increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 119% in Q2 2026, buying an estimated $14.8M and bringing the position to 542,920 shares worth $27.3M. The position accounts for 0.03% of the portfolio, ranked #438.

Focus Partners Wealth first reported a position in XHLF in Q2 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Focus Partners Wealth held 542,920 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $27.3M as of Q2 2026.
Focus Partners Wealth bought 295,148 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $14.8M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #438 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 7 quarters since.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.