Laurel Wealth Advisors (North Carolina)’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$8.39M	Buy	166,800 +4,945	+3%	+$248K	0.81%	25
2026 Q1	$8.13M	Buy	161,855 +15,455	+11%	+$777K	0.8%	26
2025 Q4	$7.36M	Buy	146,400 +8,675	+6%	+$437K	0.97%	27
2025 Q3	$6.94M	Buy	137,725 +7,445	+6%	+$375K	0.97%	27
2025 Q2	$6.56M	Buy	130,280 +10,510	+9%	+$528K	0.98%	28
2025 Q1	$6.03M	Buy	119,770 +6,070	+5%	+$305K	0.94%	29
2024 Q4	$5.71M	Buy	113,700 +12,865	+13%	+$647K	0.89%	29
2024 Q3	$5.09M	Buy	100,835 +20,874	+26%	+$1.05M	0.81%	34
2024 Q2	$4.02M	Buy	+79,961	New	+$4.01M	0.7%	38

Other funds holding XHLF

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

NFTC

North Forty Two & Co Lake Oswego, Oregon $118M AUM 21.54% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $167M AUM

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s XHLF Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 3.1% in Q2 2026, buying an estimated $248K and bringing the position to 166,800 shares worth $8.39M. The position accounts for 0.81% of the portfolio, ranked #25.

Laurel Wealth Advisors (North Carolina) first reported a position in XHLF in Q2 2024 and has held it in 9 quarters since. 32 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 166,800 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $8.39M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 4,945 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $248K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.81% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #25 holding.
Laurel Wealth Advisors (North Carolina) 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.
32 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.