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

North Forty Two & 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	$5.03M	Buy	99,940 +12,545	+14%	+$631K	4.65%	1
2025 Q4	$4.39M	Buy	87,395 +34,775	+66%	+$1.75M	4.14%	2
2025 Q3	$2.65M	Buy	+52,620	New	+$2.65M	2.59%	11

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

North Forty Two & Co's XHLF Position: Q1 2026 in Review

North Forty Two & Co increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 14% in Q1 2026, buying an estimated $631K and bringing the position to 99,940 shares worth $5.03M. The position accounts for 4.65% of the portfolio, ranked #1.

North Forty Two & Co first reported a position in XHLF in Q3 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

North Forty Two & Co held 99,940 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $5.03M as of Q1 2026.
North Forty Two & Co bought 12,545 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $631K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 4.65% of North Forty Two & Co's portfolio in Q1 2026, its #1 holding.
North Forty Two & Co first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on North Forty Two & Co's 13F filing for Q1 2026, filed 21 Apr 2026.