Middleton & Co’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Middleton & Co’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	$403K	Hold	8,000	–	–	0.05%	126
2025 Q4	$402K	Hold	8,000	–	–	0.04%	126
2025 Q3	$403K	Hold	8,000	–	–	0.04%	124
2025 Q2	$403K	Hold	8,000	–	–	0.05%	125
2025 Q1	$403K	Buy	8,000 +2,700	+51%	+$136K	0.05%	119
2024 Q4	$266K	Hold	5,300	–	–	0.03%	138
2024 Q3	$267K	Hold	5,300	–	–	0.03%	142
2024 Q2	$266K	Sell	5,300 -50,788	-91%	-$2.55M	0.03%	142
2024 Q1	$2.82M	Buy	56,088 +52,088	+1,302%	+$2.62M	0.33%	67
2023 Q4	$201K	Hold	4,000	–	–	0.03%	157
2023 Q3	$201K	Buy	+4,000	New	+$201K	0.03%	147

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

Middleton & Co's XHLF Position: Q1 2026 in Review

Middleton & Co held its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) position steady in Q1 2026 at 8,000 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #126.

Middleton & Co first reported a position in XHLF in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.82M in Q1 2024. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Middleton & Co held 8,000 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $403K as of Q1 2026.
Middleton & Co left its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF share count unchanged in Q1 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.05% of Middleton & Co's portfolio in Q1 2026, its #126 holding.
Middleton & Co first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Middleton & Co's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.82M in Q1 2024.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.