Guardian Wealth Advisors (North Carolina)’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$3.58M	Sell	71,176 -7,069	-9%	-$355K	0.2%	72
2026 Q1	$3.94M	Sell	78,245 -36,090	-32%	-$1.82M	0.25%	61
2025 Q4	$5.75M	Sell	114,335 -37,957	-25%	-$1.91M	0.36%	47
2025 Q3	$7.68M	Sell	152,292 -32,249	-17%	-$1.62M	0.5%	37
2025 Q2	$9.29M	Sell	184,541 -10,657	-5%	-$536K	0.65%	33
2025 Q1	$9.83M	Sell	195,198 -17,370	-8%	-$873K	0.79%	28
2024 Q4	$10.7M	Sell	212,568 -411,715	-66%	-$20.7M	0.84%	27
2024 Q3	$31.5M	Sell	624,283 -5,635	-0.9%	-$283K	3.34%	8
2024 Q2	$31.7M	Sell	629,918 -40,772	-6%	-$2.05M	3.7%	7
2024 Q1	$33.7M	Sell	670,690 -48,210	-7%	-$2.42M	4.13%	6
2023 Q4	$36.1M	Buy	718,900 +454,650	+172%	+$22.8M	5.48%	5
2023 Q3	$13.3M	Buy	264,250 +91,740	+53%	+$4.6M	2.26%	11
2023 Q2	$8.66M	Buy	+172,510	New	+$8.66M	1.48%	16

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

Guardian Wealth Advisors (North Carolina)'s XHLF Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 9% in Q2 2026, selling an estimated $355K and leaving 71,176 shares worth $3.58M. The position accounts for 0.2% of the portfolio, ranked #72.

Guardian Wealth Advisors (North Carolina) first reported a position in XHLF in Q2 2023 and has held it in 13 quarters since. The position peaked at $36.1M in Q4 2023. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 71,176 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $3.58M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 7,069 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $355K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.2% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #72 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Guardian Wealth Advisors (North Carolina)'s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $36.1M in Q4 2023.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.