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 Q2	$306K	Buy	+6,081	New	+$306K	0.07%	64

Other funds holding XHLF

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

TWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Meredith Wealth Planning's XHLF Position: Q2 2026 in Review

Meredith Wealth Planning opened a new position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026: 6,081 shares worth $306K. The stake represents 0.07% of the portfolio and ranks #64 among its holdings.

130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Meredith Wealth Planning held 6,081 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $306K as of Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF was a new Meredith Wealth Planning position in Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.07% of Meredith Wealth Planning's portfolio in Q2 2026, its #64 holding.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.