Legacy Capital Group California’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Legacy Capital Group California’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	-21,609	Closed	-$1.09M	–	372
2025 Q4	$1.09M	Sell	21,609 -1,362	-6%	-$68.5K	0.26%	96
2025 Q3	$1.16M	Sell	22,971 -38,997	-63%	-$1.96M	0.3%	82
2025 Q2	$3.12M	Buy	+61,968	New	+$3.11M	0.86%	16

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 $649M AUM 19.82% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

Legacy Capital Group California's XHLF Position: Q1 2026 in Review

Legacy Capital Group California sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2026, closing a stake of 21,609 shares — an estimated $1.09M sold.

Legacy Capital Group California first reported a position in XHLF in Q2 2025 and held it in 3 quarters. The position peaked at $3.12M in Q2 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Legacy Capital Group California reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Legacy Capital Group California sold 21,609 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.09M.
Legacy Capital Group California first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2025 and held it in 3 quarters.
Legacy Capital Group California's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $3.12M in Q2 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.