Lido Advisors’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Lido Advisors’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	$451K	Sell	8,958 -718	-7%	-$36.1K	﹤0.01%	1352
2025 Q4	$486K	Sell	9,676 -488	-5%	-$24.6K	﹤0.01%	1309
2025 Q3	$512K	Buy	+10,164	New	+$511K	﹤0.01%	1222

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

Lido Advisors's XHLF Position: Q1 2026 in Review

Lido Advisors reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 7.4% in Q1 2026, selling an estimated $36.1K and leaving 8,958 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Lido Advisors first reported a position in XHLF in Q3 2025 and has held it in 3 quarters since. The position peaked at $512K in Q3 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Lido Advisors held 8,958 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $451K as of Q1 2026.
Lido Advisors sold 718 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $36.1K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1352 holding.
Lido Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
Lido Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $512K in Q3 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.