Foundations Investment Advisors’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Foundations Investment 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	$489K	Sell	9,725 -4,230	-30%	-$213K	0.01%	730
2025 Q4	$701K	Buy	13,955 +5,227	+60%	+$263K	0.01%	607
2025 Q3	$440K	Buy	8,728 +4,458	+104%	+$224K	0.01%	697
2025 Q2	$215K	Sell	4,270 -204	-5%	-$10.3K	﹤0.01%	865
2025 Q1	$225K	Sell	4,474 -411	-8%	-$20.7K	﹤0.01%	794
2024 Q4	$245K	Sell	4,885 -936	-16%	-$47K	﹤0.01%	717
2024 Q3	$294K	Sell	5,821 -4,436	-43%	-$223K	0.01%	637
2024 Q2	$516K	Sell	10,257 -2,538	-20%	-$127K	0.01%	488
2024 Q1	$644K	Buy	+12,795	New	+$643K	0.02%	414

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 $269B 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 $570B AUM 27.57% 1-Year Est. Return

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