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Meredith Wealth Planning’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Meredith Wealth Planning’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
Q3 		$248K Sell
4,935
-1,146
-19% -$57.6K 0.06% 73
2026
Q2 		$306K Buy
+6,081
New +$306K 0.07% 64

Other funds holding XHLF

SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Meredith Wealth Planning's XHLF Position: Q3 2026 in Review

Meredith Wealth Planning reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 19% in Q3 2026, selling an estimated $57.6K and leaving 4,935 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #73.

Meredith Wealth Planning first reported a position in XHLF in Q2 2026 and has held it in 2 quarters since. The position peaked at $306K in Q2 2026. 15 funds tracked by Wall St. Rank hold XHLF as of Q3 2026.

  • Meredith Wealth Planning held 4,935 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $248K as of Q3 2026.
  • Meredith Wealth Planning sold 1,146 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2026, an estimated $57.6K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.06% of Meredith Wealth Planning's portfolio in Q3 2026, its #73 holding.
  • Meredith Wealth Planning first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Meredith Wealth Planning's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $306K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.