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

Holcombe Financial’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 		$511K Sell
10,165
-637
-6% -$32K 0.29% 35
2026
Q1 		$544K Sell
10,802
-279
-3% -$14K 0.32% 33
2025
Q4 		$557K Sell
11,081
-2,876
-21% -$145K 0.35% 31
2025
Q3 		$704K Buy
13,957
+507
+4% +$25.5K 0.49% 20
2025
Q2 		$677K Sell
13,450
-3,098
-19% -$156K 0.51% 20
2025
Q1 		$833K Buy
16,548
+10,324
+166% +$519K 0.69% 17
2024
Q4 		$312K Buy
+6,224
New +$313K 0.26% 24

Other funds holding XHLF

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
FA
Fairlight Advisors San Francisco, California $123M AUM
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Holcombe Financial's XHLF Position: Q2 2026 in Review

Holcombe Financial reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 5.9% in Q2 2026, selling an estimated $32K and leaving 10,165 shares worth $511K. The position accounts for 0.29% of the portfolio, ranked #35.

Holcombe Financial first reported a position in XHLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $833K in Q1 2025. 61 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Holcombe Financial held 10,165 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $511K as of Q2 2026.
  • Holcombe Financial sold 637 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $32K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.29% of Holcombe Financial's portfolio in Q2 2026, its #35 holding.
  • Holcombe Financial first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Holcombe Financial's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $833K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.