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

Portside Wealth Group’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 		– Sell
-51,566
Closed -$2.6M – 559
2026
Q1 		$2.6M Buy
51,566
+842
+2% +$42.3K 0.35% 67
2025
Q4 		$2.55M Sell
50,724
-4,414
-8% -$222K 0.34% 64
2025
Q3 		$2.78M Buy
55,138
+1,092
+2% +$54.9K 0.38% 60
2025
Q2 		$2.72M Buy
54,046
+347
+0.6% +$17.4K 0.4% 62
2025
Q1 		$2.7M Buy
53,699
+1,334
+3% +$67K 0.44% 62
2024
Q4 		$2.63M Sell
52,365
-29,383
-36% -$1.48M 0.43% 58
2024
Q3 		$4.12M Sell
81,748
-42,556
-34% -$2.14M 0.7% 36
2024
Q2 		$6.25M Sell
124,304
-25,261
-17% -$1.27M 1.19% 17
2024
Q1 		$7.52M Sell
149,565
-54,759
-27% -$2.75M 1.39% 9
2023
Q4 		$10.3M Sell
204,324
-188,907
-48% -$9.49M 1.91% 4
2023
Q3 		$19.8M Buy
393,231
+1,827
+0.5% +$91.7K 3.72% 3
2023
Q2 		$19.7M Buy
+391,404
New +$19.6M 3.65% 3

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
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 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

Portside Wealth Group's XHLF Position: Q2 2026 in Review

Portside Wealth Group sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026, closing a stake of 51,566 shares — an estimated $2.6M sold.

Portside Wealth Group first reported a position in XHLF in Q2 2023 and held it in 12 quarters. The position peaked at $19.8M in Q3 2023. 15 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Portside Wealth Group reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 51,566 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.6M.
  • Portside Wealth Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and held it in 12 quarters.
  • Portside Wealth Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $19.8M in Q3 2023.
  • 15 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.