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

Salem Investment Counselors’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	$253K	Hold	5,020	–	–	0.01%	375
2026 Q1	$253K	Sell	5,020 -10,241	-67%	-$515K	0.01%	354
2025 Q4	$769K	Buy	+15,261	New	+$768K	0.02%	240
2024 Q2	–	Sell	-2,500	Closed	-$126K	–	1213
2024 Q1	$126K	Hold	2,500	–	–	﹤0.01%	417
2023 Q4	$126K	Hold	2,500	–	–	﹤0.01%	404
2023 Q3	$126K	Hold	2,500	–	–	﹤0.01%	390
2023 Q2	$126K	Buy	2,500 +500	+25%	+$25.1K	﹤0.01%	384
2023 Q1	$101K	Buy	2,000 +500	+33%	+$25.1K	﹤0.01%	414
2022 Q4	$75.2K	Buy	+1,500	New	+$75.1K	﹤0.01%	454

Other funds holding XHLF

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 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

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Fairlight Advisors San Francisco, California $123M AUM

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

NFTC

North Forty Two & Co Lake Oswego, Oregon $118M AUM 21.54% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Salem Investment Counselors's XHLF Position: Q2 2026 in Review

Salem Investment Counselors held its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) position steady in Q2 2026 at 5,020 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #375.

Salem Investment Counselors first reported a position in XHLF in Q4 2022 and has held it in 9 quarters since. The position peaked at $769K in Q4 2025. 54 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Salem Investment Counselors held 5,020 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $253K as of Q2 2026.
Salem Investment Counselors 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 Salem Investment Counselors's portfolio in Q2 2026, its #375 holding.
Salem Investment Counselors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2022 and has held it in 9 quarters since.
Salem Investment Counselors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $769K in Q4 2025.
54 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.