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Oliver Luxxe Assets’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Oliver Luxxe Assets’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 		$3.97M Sell
78,993
-3,187
-4% -$160K 0.58% 59
2026
Q1 		$4.14M Sell
82,180
-62
-0.1% -$3.12K 0.62% 60
2025
Q4 		$4.13M Sell
82,242
-4,994
-6% -$251K 0.63% 54
2025
Q3 		$4.4M Buy
87,236
+15,962
+22% +$803K 0.7% 56
2025
Q2 		$3.59M Buy
71,274
+5,359
+8% +$269K 0.64% 61
2025
Q1 		$3.32M Buy
+65,915
New +$3.31M 0.62% 59

Other funds holding XHLF

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWA
CogentBlue Wealth Advisors Knoxville, Tennessee $175M AUM 32.95% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Oliver Luxxe Assets's XHLF Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 3.9% in Q2 2026, selling an estimated $160K and leaving 78,993 shares worth $3.97M. The position accounts for 0.58% of the portfolio, ranked #59.

Oliver Luxxe Assets first reported a position in XHLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.4M in Q3 2025. 15 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Oliver Luxxe Assets held 78,993 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $3.97M as of Q2 2026.
  • Oliver Luxxe Assets sold 3,187 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $160K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.58% of Oliver Luxxe Assets's portfolio in Q2 2026, its #59 holding.
  • Oliver Luxxe Assets first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Oliver Luxxe Assets's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $4.4M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.