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 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 $2.88B AUM 15.75% 1-Year Est. Return

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

RWA Wealth Partners's XHLF Position: Q1 2026 in Review

RWA Wealth Partners reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 9% in Q1 2026, selling an estimated $27.7K and leaving 5,604 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

RWA Wealth Partners first reported a position in XHLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.45M in Q4 2023. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

RWA Wealth Partners held 5,604 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $282K as of Q1 2026.
RWA Wealth Partners sold 551 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $27.7K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #547 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 10 quarters since.
RWA Wealth Partners's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.45M in Q4 2023.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.