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

Private Advisory 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	$1.65M	Buy	+32,832	New	+$1.65M	0.09%	145
2025 Q3	–	Sell	-6,588	Closed	-$332K	–	244
2025 Q2	$332K	Sell	6,588 -42,594	-87%	-$2.14M	0.03%	172
2025 Q1	$2.48M	Buy	49,182 +40,676	+478%	+$2.04M	0.28%	76
2024 Q4	$427K	Sell	8,506 -13,896	-62%	-$698K	0.05%	153
2024 Q3	$1.13M	Buy	+22,402	New	+$1.13M	0.13%	107

Other funds holding XHLF

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Private Advisory Group's XHLF Position: Q2 2026 in Review

Private Advisory Group opened a new position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026: 32,832 shares worth $1.65M. The stake represents 0.09% of the portfolio and ranks #145 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in XHLF as recently as Q2 2025.

Private Advisory Group first reported a position in XHLF in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.48M in Q1 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Private Advisory Group held 32,832 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.65M as of Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF was a new Private Advisory Group position in Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.09% of Private Advisory Group's portfolio in Q2 2026, its #145 holding.
Private Advisory Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2024 and has held it in 5 quarters since.
Private Advisory Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.48M in Q1 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.