GWM
XHLF icon

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

Geneos Wealth Management’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 		$12.7K Sell
252
-1,979
-89% -$99.4K ﹤0.01% 1940
2026
Q1 		$112K Sell
2,231
-216
-9% -$10.9K ﹤0.01% 1139
2025
Q4 		$123K Sell
2,447
-215
-8% -$10.8K ﹤0.01% 1081
2025
Q3 		$134K Sell
2,662
-1,069
-29% -$53.8K ﹤0.01% 1028
2025
Q2 		$188K Buy
3,731
+3,605
+2,861% +$181K ﹤0.01% 1019
2025
Q1 		$6.34K Hold
126
– – ﹤0.01% 2436
2024
Q4 		$6.32K Buy
+126
New +$6.33K ﹤0.01% 2241

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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Geneos Wealth Management's XHLF Position: Q2 2026 in Review

Geneos Wealth Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 89% in Q2 2026, selling an estimated $99.4K and leaving 252 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Geneos Wealth Management first reported a position in XHLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $188K in Q2 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Geneos Wealth Management held 252 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $12.7K as of Q2 2026.
  • Geneos Wealth Management sold 1,979 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $99.4K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1940 holding.
  • Geneos Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $188K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.