JFG
XHLF icon

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
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

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TIM
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TWM
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APM
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Bank of Montreal
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Bank of America
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3AM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return