IFP Advisors
XHLF icon

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
Q3 		$25.1K Buy
500
+100
+25% +$5.02K ﹤0.01% 2825
2026
Q2 		$20.1K Buy
400
+100
+33% +$5.02K ﹤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

Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
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
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
North Forty Two & Co
North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

IFP Advisors's XHLF Position: Q3 2026 in Review

IFP Advisors increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 25% in Q3 2026, buying an estimated $5.02K and bringing the position to 500 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

IFP Advisors first reported a position in XHLF in Q2 2025 and has held it in 6 quarters since. The position peaked at $35.3K in Q3 2025. 52 funds tracked by Wall St. Rank hold XHLF as of Q3 2026.

  • IFP Advisors held 500 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $25.1K as of Q3 2026.
  • IFP Advisors bought 100 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2026, an estimated $5.02K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2825 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 6 quarters since.
  • IFP Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $35.3K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.