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 Q3	$511K	Hold	10,165	–	–	0.28%	35
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

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return

Holcombe Financial's XHLF Position: Q3 2026 in Review

Holcombe Financial held its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) position steady in Q3 2026 at 10,165 shares worth $511K. The position accounts for 0.28% of the portfolio, ranked #35.

Holcombe Financial first reported a position in XHLF in Q4 2024 and has held it in 8 quarters since. The position peaked at $833K in Q1 2025. 62 funds tracked by Wall St. Rank hold XHLF as of Q3 2026.

Holcombe Financial held 10,165 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $511K as of Q3 2026.
Holcombe Financial left its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF share count unchanged in Q3 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.28% of Holcombe Financial's portfolio in Q3 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 8 quarters since.
Holcombe Financial's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $833K in Q1 2025.
62 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.