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

RWA Wealth Partners’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	$231K	Sell	4,583 -1,021	-18%	-$51.3K	﹤0.01%	614
2026 Q1	$282K	Sell	5,604 -551	-9%	-$27.7K	﹤0.01%	547
2025 Q4	$309K	Sell	6,155 -188	-3%	-$9.46K	﹤0.01%	517
2025 Q3	$320K	Buy	6,343 +1,363	+27%	+$68.6K	﹤0.01%	518
2025 Q2	$251K	Sell	4,980 -281	-5%	-$14.1K	﹤0.01%	544
2025 Q1	$265K	Sell	5,261 -2,764	-34%	-$139K	﹤0.01%	497
2024 Q4	$403K	Sell	8,025 -5,918	-42%	-$297K	0.01%	442
2024 Q3	$703K	Buy	13,943 +5,389	+63%	+$271K	0.01%	367
2024 Q2	$430K	Sell	8,554 -1,064	-11%	-$53.4K	0.01%	407
2024 Q1	$484K	Sell	9,618 -19,304	-67%	-$970K	0.01%	397
2023 Q4	$1.45M	Buy	+28,922	New	+$1.45M	0.02%	254

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

RWA Wealth Partners's XHLF Position: Q2 2026 in Review

RWA Wealth Partners reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 18% in Q2 2026, selling an estimated $51.3K and leaving 4,583 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

RWA Wealth Partners first reported a position in XHLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q4 2023. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

RWA Wealth Partners held 4,583 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $231K as of Q2 2026.
RWA Wealth Partners sold 1,021 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $51.3K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #614 holding.
RWA Wealth Partners first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
RWA Wealth Partners's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.45M in Q4 2023.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.