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Harvest Investment Services’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Harvest Investment Services’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 		$618K Hold
12,278
– – 0.1% 210
2026
Q1 		$618K Sell
12,278
-1,052
-8% -$52.9K 0.11% 176
2025
Q4 		$670K Buy
13,330
+645
+5% +$32.5K 0.13% 163
2025
Q3 		$640K Buy
+12,685
New +$638K 0.13% 169

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

Harvest Investment Services's XHLF Position: Q2 2026 in Review

Harvest Investment Services held its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) position steady in Q2 2026 at 12,278 shares worth $618K. The position accounts for 0.1% of the portfolio, ranked #210.

Harvest Investment Services first reported a position in XHLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $670K in Q4 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Harvest Investment Services held 12,278 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $618K as of Q2 2026.
  • Harvest Investment Services left its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF share count unchanged in Q2 2026.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.1% of Harvest Investment Services's portfolio in Q2 2026, its #210 holding.
  • Harvest Investment Services first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Harvest Investment Services's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $670K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.