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 Q2	–	Sell	-8,000	Closed	-$403K	–	175
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 $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

Middleton & Co's XHLF Position: Q2 2026 in Review

Middleton & Co sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026, closing a stake of 8,000 shares — an estimated $403K sold.

Middleton & Co first reported a position in XHLF in Q3 2023 and held it in 11 quarters. The position peaked at $2.82M in Q1 2024. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Middleton & Co reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Middleton & Co sold 8,000 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $403K.
Middleton & Co first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and held it in 11 quarters.
Middleton & Co's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.82M in Q1 2024.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.