Measured Risk Portfolios’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Measured Risk Portfolios’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	$5.13M	Sell	101,910 -1,306	-1%	-$65.7K	5.61%	1
2025 Q4	$5.19M	Buy	103,216 +6,676	+7%	+$336K	5.14%	2
2025 Q3	$4.87M	Buy	96,540 +19,648	+26%	+$988K	4.53%	3
2025 Q2	$3.87M	Sell	76,892 -11,910	-13%	-$599K	3.74%	3
2025 Q1	$4.47M	Buy	88,802 +61,326	+223%	+$3.08M	4.8%	2
2024 Q4	$1.38M	Buy	+27,476	New	+$1.38M	1.44%	33

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

Measured Risk Portfolios's XHLF Position: Q1 2026 in Review

Measured Risk Portfolios reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 1.3% in Q1 2026, selling an estimated $65.7K and leaving 101,910 shares worth $5.13M. The position accounts for 5.61% of the portfolio, ranked #1.

Measured Risk Portfolios first reported a position in XHLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.19M in Q4 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Measured Risk Portfolios held 101,910 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $5.13M as of Q1 2026.
Measured Risk Portfolios sold 1,306 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $65.7K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 5.61% of Measured Risk Portfolios's portfolio in Q1 2026, its #1 holding.
Measured Risk Portfolios first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Measured Risk Portfolios's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $5.19M 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 Measured Risk Portfolios's 13F filing for Q1 2026, filed 15 May 2026.