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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
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 $2.88B AUM 15.75% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

IFP Advisors's XHLF Position: Q1 2026 in Review

IFP Advisors held its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) position steady in Q1 2026 at 300 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2934.

IFP Advisors first reported a position in XHLF in Q2 2025 and has held it in 4 quarters since. The position peaked at $35.3K in Q3 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

  • IFP Advisors held 300 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $15.1K as of Q1 2026.
  • IFP Advisors left its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF share count unchanged in Q1 2026.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2934 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 4 quarters since.
  • IFP Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $35.3K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.