Grantvest Financial Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Grantvest Financial Group’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	–	Sell	-4,170	Closed	-$210K	–	177
2025 Q4	$210K	Buy	+4,170	New	+$210K	0.13%	159

Other funds holding XHLF

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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 $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 1-Year Est. Return

JFG

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

Grantvest Financial Group's XHLF Position: Q1 2026 in Review

Grantvest Financial Group sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2026, closing a stake of 4,170 shares — an estimated $210K sold.

Grantvest Financial Group first reported a position in XHLF in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Grantvest Financial Group reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Grantvest Financial Group sold 4,170 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $210K.
Grantvest Financial Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2025 and held it in 1 quarter.
Grantvest Financial Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $210K in Q4 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.