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 Q2	$357K	Sell	7,089 -2,636	-27%	-$132K	﹤0.01%	897
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 $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

Foundations Investment Advisors's XHLF Position: Q2 2026 in Review

Foundations Investment Advisors reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 27% in Q2 2026, selling an estimated $132K and leaving 7,089 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Foundations Investment Advisors first reported a position in XHLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $701K in Q4 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Foundations Investment Advisors held 7,089 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $357K as of Q2 2026.
Foundations Investment Advisors sold 2,636 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $132K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #897 holding.
Foundations Investment Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Foundations Investment Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $701K in Q4 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.