Sigma Planning Corp’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Sigma Planning Corp’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	$7.89M	Buy	156,840 +1,067	+0.7%	+$53.7K	0.22%	86
2025 Q4	$7.83M	Sell	155,773 -1,164	-0.7%	-$58.6K	0.22%	88
2025 Q3	$7.91M	Sell	156,937 -3,496	-2%	-$176K	0.22%	80
2025 Q2	$8.08M	Buy	160,433 +6,984	+5%	+$351K	0.24%	75
2025 Q1	$7.73M	Buy	153,449 +11,346	+8%	+$570K	0.25%	79
2024 Q4	$7.13M	Sell	142,103 -14,759	-9%	-$742K	0.22%	83
2024 Q3	$7.91M	Sell	156,862 -5,988	-4%	-$301K	0.24%	78
2024 Q2	$8.19M	Buy	162,850 +74,123	+84%	+$3.72M	0.26%	71
2024 Q1	$4.46M	Buy	88,727 +34,271	+63%	+$1.72M	0.14%	149
2023 Q4	$2.73M	Sell	54,456 -10,110	-16%	-$508K	0.21%	90
2023 Q3	$3.25M	Buy	64,566 +19,429	+43%	+$975K	0.12%	168
2023 Q2	$2.27M	Buy	45,137 +27,286	+153%	+$1.37M	0.08%	261
2023 Q1	$898K	Buy	+17,851	New	+$895K	0.03%	552

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

Sigma Planning Corp's XHLF Position: Q1 2026 in Review

Sigma Planning Corp increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 0.68% in Q1 2026, buying an estimated $53.7K and bringing the position to 156,840 shares worth $7.89M. The position accounts for 0.22% of the portfolio, ranked #86.

Sigma Planning Corp first reported a position in XHLF in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.19M in Q2 2024. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Sigma Planning Corp held 156,840 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $7.89M as of Q1 2026.
Sigma Planning Corp bought 1,067 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $53.7K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.22% of Sigma Planning Corp's portfolio in Q1 2026, its #86 holding.
Sigma Planning Corp first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Sigma Planning Corp's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $8.19M in Q2 2024.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.