RIL
XHLF icon

Rothschild Investment LLC’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Rothschild Investment LLC’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 		$49.8K Hold
990
– – ﹤0.01% 1250
2026
Q1 		$49.8K Sell
990
-900
-48% -$45.3K ﹤0.01% 1115
2025
Q4 		$95K Hold
1,890
– – 0.01% 825
2025
Q3 		$95.3K Sell
1,890
-200
-10% -$10.1K 0.01% 812
2025
Q2 		$105K Hold
2,090
– – 0.01% 633
2025
Q1 		$105K Hold
2,090
– – 0.01% 619
2024
Q4 		$105K Hold
2,090
– – 0.01% 627
2024
Q3 		$105K Hold
2,090
– – 0.01% 635
2024
Q2 		$105K Hold
2,090
– – 0.01% 612
2024
Q1 		$105K Buy
+2,090
New +$105K 0.01% 592

Other funds holding XHLF

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
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
FA
Fairlight Advisors San Francisco, California $123M AUM

Rothschild Investment LLC's XHLF Position: Q2 2026 in Review

Rothschild Investment LLC held its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) position steady in Q2 2026 at 990 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Rothschild Investment LLC first reported a position in XHLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $105K in Q3 2024. 75 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Rothschild Investment LLC held 990 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $49.8K as of Q2 2026.
  • Rothschild Investment LLC left its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF share count unchanged in Q2 2026.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1250 holding.
  • Rothschild Investment LLC first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $105K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.