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

Gibbs 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 Q1	$471K	Buy	9,358 +478	+5%	+$24K	0.06%	319
2025 Q4	$447K	Sell	8,880 -2,549	-22%	-$128K	0.11%	216
2025 Q3	$576K	Buy	11,429 +2,815	+33%	+$142K	0.13%	188
2025 Q2	$434K	Sell	8,614 -199	-2%	-$10K	0.08%	246
2025 Q1	$444K	Buy	8,813 +523	+6%	+$26.3K	0.11%	205
2024 Q4	$416K	Sell	8,290 -3,481	-30%	-$175K	0.11%	188
2024 Q3	$594K	Sell	11,771 -6,465	-35%	-$325K	0.19%	122
2024 Q2	$917K	Buy	18,236 +12,239	+204%	+$614K	0.37%	64
2024 Q1	$302K	Buy	+5,997	New	+$301K	0.17%	137

Other funds holding XHLF

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFG

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

Gibbs Wealth Management's XHLF Position: Q1 2026 in Review

Gibbs Wealth Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 5.4% in Q1 2026, buying an estimated $24K and bringing the position to 9,358 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #319.

Gibbs Wealth Management first reported a position in XHLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $917K in Q2 2024. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Gibbs Wealth Management held 9,358 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $471K as of Q1 2026.
Gibbs Wealth Management bought 478 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $24K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #319 holding.
Gibbs Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $917K in Q2 2024.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.