IFP Advisors’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

IFP Advisors’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	$20.1K	Buy	400 +100	+33%	+$5.03K	﹤0.01%	2978
2026 Q1	$15.1K	Hold	300	–	–	﹤0.01%	2934
2025 Q4	$15.1K	Sell	300 -400	-57%	-$20.1K	﹤0.01%	2862
2025 Q3	$35.3K	Buy	700 +600	+600%	+$30.2K	﹤0.01%	2259
2025 Q2	$5.03K	Buy	+100	New	+$5.03K	﹤0.01%	3384

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

IFP Advisors's XHLF Position: Q2 2026 in Review

IFP Advisors increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 33% in Q2 2026, buying an estimated $5.03K and bringing the position to 400 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

IFP Advisors first reported a position in XHLF in Q2 2025 and has held it in 5 quarters since. The position peaked at $35.3K in Q3 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

IFP Advisors held 400 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $20.1K as of Q2 2026.
IFP Advisors bought 100 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $5.03K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2978 holding.
IFP Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
IFP Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $35.3K in Q3 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.