S&A Financial Services’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

S&A Financial Services’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	$3.15M	Sell	62,586 -1,690	-3%	-$84.9K	1.92%	16
2026 Q1	$3.24M	Buy	+64,276	New	+$3.23M	2.22%	14

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

S&A Financial Services's XHLF Position: Q2 2026 in Review

S&A Financial Services reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 2.6% in Q2 2026, selling an estimated $84.9K and leaving 62,586 shares worth $3.15M. The position accounts for 1.92% of the portfolio, ranked #16.

S&A Financial Services first reported a position in XHLF in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.24M in Q1 2026. 129 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

S&A Financial Services held 62,586 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $3.15M as of Q2 2026.
S&A Financial Services sold 1,690 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $84.9K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 1.92% of S&A Financial Services's portfolio in Q2 2026, its #16 holding.
S&A Financial Services first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
S&A Financial Services's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $3.24M in Q1 2026.
129 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.