Jackson Thornton Wealth Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Jackson Thornton Wealth Management’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	–	Sell	-12,649	Closed	-$635K	–	441
2026 Q1	$635K	Buy	+12,649	New	+$636K	0.06%	85

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

Jackson Thornton Wealth Management's XHLF Position: Q2 2026 in Review

Jackson Thornton Wealth Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026, closing a stake of 12,649 shares — an estimated $635K sold.

Jackson Thornton Wealth Management first reported a position in XHLF in Q1 2026 and held it in 1 quarter. The position peaked at $635K in Q1 2026. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Jackson Thornton Wealth Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Jackson Thornton Wealth Management sold 12,649 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $635K.
Jackson Thornton Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2026 and held it in 1 quarter.
Jackson Thornton Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $635K in Q1 2026.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.