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John W. Brooker & Co’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

John W. Brooker & Co’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 		$1.25M Buy
24,762
+11,709
+90% +$588K 1.5% 23
2026
Q1 		$657K Buy
13,053
+7,573
+138% +$381K 1.04% 31
2025
Q4 		$275K Buy
+5,480
New +$276K 0.49% 43

Other funds holding XHLF

Potomac Fund Management
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

John W. Brooker & Co's XHLF Position: Q2 2026 in Review

John W. Brooker & Co increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 90% in Q2 2026, buying an estimated $588K and bringing the position to 24,762 shares worth $1.25M. The position accounts for 1.5% of the portfolio, ranked #23.

John W. Brooker & Co first reported a position in XHLF in Q4 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • John W. Brooker & Co held 24,762 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.25M as of Q2 2026.
  • John W. Brooker & Co bought 11,709 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $588K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 1.5% of John W. Brooker & Co's portfolio in Q2 2026, its #23 holding.
  • John W. Brooker & Co first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.