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

Laurel Oak 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	$322K	Buy	6,399 +2,268	+55%	+$114K	0.05%	275
2026 Q1	$208K	Buy	+4,131	New	+$208K	0.03%	337

Other funds holding XHLF

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

Laurel Oak Wealth Management's XHLF Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 55% in Q2 2026, buying an estimated $114K and bringing the position to 6,399 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #275.

Laurel Oak Wealth Management first reported a position in XHLF in Q1 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Laurel Oak Wealth Management held 6,399 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $322K as of Q2 2026.
Laurel Oak Wealth Management bought 2,268 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $114K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #275 holding.
Laurel Oak Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2026 and has held it in 2 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 Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.