Global Retirement Partners’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Global Retirement Partners’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	$795K	Buy	+15,807	New	+$794K	0.01%	837
2025 Q4	$534K	Buy	10,618 +5,130	+93%	+$258K	0.01%	932
2025 Q3	$277K	Buy	5,488 +920	+20%	+$46.3K	0.01%	1012
2025 Q2	$230K	Buy	+4,568	New	+$230K	0.01%	1017
2024 Q4	$227K	Buy	4,517 +292	+7%	+$14.7K	0.01%	901
2024 Q3	$213K	Buy	4,225 +32	+0.8%	+$1.61K	0.01%	893
2024 Q2	$211K	Buy	4,193 +10	+0.2%	+$502	0.01%	861
2024 Q1	$210K	Buy	4,183 +400	+11%	+$20.1K	0.01%	773
2023 Q4	$190K	Sell	3,783 -146	-4%	-$7.33K	0.01%	768
2023 Q3	$197K	Buy	3,929 +268	+7%	+$13.4K	0.01%	670
2023 Q2	$184K	Buy	3,661 +413	+13%	+$20.7K	0.01%	724
2023 Q1	$163K	Buy	+3,248	New	+$163K	0.01%	745

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Global Retirement Partners's XHLF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026: 15,807 shares worth $795K. The stake represents 0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XHLF as recently as Q4 2025.

Global Retirement Partners first reported a position in XHLF in Q1 2023 and has held it in 12 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Global Retirement Partners held 15,807 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $795K as of Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF was a new Global Retirement Partners position in Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #837 holding.
Global Retirement Partners first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2023 and has held it in 12 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.