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Journey Retirement Planning & Investment Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Journey Retirement Planning & Investment 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
Q1 		– Sell
-4,308
Closed -$216K – 248
2025
Q4 		$216K Buy
+4,308
New +$217K 0.04% 239

Other funds holding XHLF

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Journey Retirement Planning & Investment Management's XHLF Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2026, closing a stake of 4,308 shares — an estimated $216K sold.

Journey Retirement Planning & Investment Management first reported a position in XHLF in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 4,308 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $216K.
  • Journey Retirement Planning & Investment Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $216K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.