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

Omnitrust 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 		– Sell
-4,124
Closed -$207K – 73
2025
Q4 		$207K Buy
+4,124
New +$208K 0.26% 61

Other funds holding XHLF

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

Omnitrust Wealth Management's XHLF Position: Q1 2026 in Review

Omnitrust Wealth Management sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2026, closing a stake of 4,124 shares — an estimated $207K sold.

Omnitrust Wealth Management first reported a position in XHLF in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

  • Omnitrust Wealth Management reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Omnitrust Wealth Management sold 4,124 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $207K.
  • Omnitrust Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Omnitrust Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $207K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.