Northwestern Mutual Wealth Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Northwestern Mutual Wealth Management’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	$53.7K	Buy	1,067 +146	+16%	+$7.34K	﹤0.01%	2404
2025 Q4	$46.3K	Buy	921 +872	+1,780%	+$43.9K	﹤0.01%	2430
2025 Q3	$2.47K	Buy	+49	New	+$2.46K	﹤0.01%	3340
2025 Q1	–	Sell	-4,812	Closed	-$241K	–	3969
2024 Q4	$241K	Buy	+4,812	New	+$242K	﹤0.01%	1576

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 $1.15B AUM 19.91% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 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 $2.24B AUM 16.9% 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

Northwestern Mutual Wealth Management's XHLF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 16% in Q1 2026, buying an estimated $7.34K and bringing the position to 1,067 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Northwestern Mutual Wealth Management first reported a position in XHLF in Q4 2024 and has held it in 4 quarters since. The position peaked at $241K in Q4 2024. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Northwestern Mutual Wealth Management held 1,067 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $53.7K as of Q1 2026.
Northwestern Mutual Wealth Management bought 146 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $7.34K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2404 holding.
Northwestern Mutual Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2024 and has held it in 4 quarters since.
Northwestern Mutual Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $241K in Q4 2024.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.