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

Potomac Fund 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	$323M	Sell	6,416,982 -1,676,621	-21%	-$84.3M	11.22%	2
2025 Q4	$407M	Sell	8,093,603 -797,256	-9%	-$40.1M	14.99%	2
2025 Q3	$448M	Buy	8,890,859 +4,576,205	+106%	+$230M	18.98%	2
2025 Q2	$217M	Buy	+4,314,654	New	+$217M	12.41%	4

Other funds holding XHLF

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Potomac Fund Management's XHLF Position: Q1 2026 in Review

Potomac Fund Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 21% in Q1 2026, selling an estimated $84.3M and leaving 6,416,982 shares worth $323M. The position accounts for 11.22% of the portfolio, ranked #2.

Potomac Fund Management first reported a position in XHLF in Q2 2025 and has held it in 4 quarters since. The position peaked at $448M in Q3 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Potomac Fund Management held 6,416,982 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $323M as of Q1 2026.
Potomac Fund Management sold 1,676,621 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $84.3M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 11.22% of Potomac Fund Management's portfolio in Q1 2026, its #2 holding.
Potomac Fund Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
Potomac Fund Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $448M in Q3 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Potomac Fund Management's 13F filing for Q1 2026, filed 14 May 2026.