JDM Financial Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

JDM Financial Group’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	$25.1M	Sell	498,806 -33,591	-6%	-$1.69M	8.57%	3
2026 Q1	$26.8M	Sell	532,397 -19,947	-4%	-$1M	10.33%	3
2025 Q4	$27.8M	Buy	552,344 +25,037	+5%	+$1.26M	10.78%	2
2025 Q3	$26.6M	Buy	527,307 +275,122	+109%	+$13.8M	11.14%	2
2025 Q2	$12.7M	Sell	252,185 -100,198	-28%	-$5.04M	5.99%	5
2025 Q1	$17.7M	Sell	352,383 -15,474	-4%	-$778K	9%	3
2024 Q4	$18.5M	Buy	367,857 +79,604	+28%	+$4M	9.59%	3
2024 Q3	$14.5M	Buy	288,253 +285,463	+10,232%	+$14.4M	7.91%	3
2024 Q2	$140K	Buy	+2,790	New	+$140K	0.09%	52

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

JDM Financial Group's XHLF Position: Q2 2026 in Review

JDM Financial Group reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 6.3% in Q2 2026, selling an estimated $1.69M and leaving 498,806 shares worth $25.1M. The position accounts for 8.57% of the portfolio, ranked #3.

JDM Financial Group first reported a position in XHLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $27.8M in Q4 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

JDM Financial Group held 498,806 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $25.1M as of Q2 2026.
JDM Financial Group sold 33,591 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.69M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 8.57% of JDM Financial Group's portfolio in Q2 2026, its #3 holding.
JDM Financial Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
JDM Financial Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $27.8M in Q4 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.