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NewSquare Capital’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

NewSquare Capital’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 		$1.09M Buy
+21,731
New +$1.09M 0.08% 144

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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NewSquare Capital's XHLF Position: Q2 2026 in Review

NewSquare Capital opened a new position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026: 21,731 shares worth $1.09M. The stake represents 0.08% of the portfolio and ranks #144 among its holdings.

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

  • NewSquare Capital held 21,731 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.09M as of Q2 2026.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF was a new NewSquare Capital position in Q2 2026.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.08% of NewSquare Capital's portfolio in Q2 2026, its #144 holding.
  • 130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.