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

Signal Advisors Wealth’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	$10.9M	Sell	216,858 -15,684	-7%	-$789K	0.75%	28
2025 Q4	$11.7M	Buy	232,542 +51,150	+28%	+$2.57M	0.93%	24
2025 Q3	$9.15M	Buy	181,392 +56,599	+45%	+$2.85M	0.83%	28
2025 Q2	$6.28M	Buy	124,793 +49,104	+65%	+$2.47M	0.49%	52
2025 Q1	$3.81M	Buy	75,689 +21,204	+39%	+$1.07M	0.37%	72
2024 Q4	$2.74M	Buy	54,485 +20,516	+60%	+$1.03M	0.31%	88
2024 Q3	$1.71M	Buy	+33,969	New	+$1.71M	0.25%	103

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

Signal Advisors Wealth's XHLF Position: Q1 2026 in Review

Signal Advisors Wealth reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 6.7% in Q1 2026, selling an estimated $789K and leaving 216,858 shares worth $10.9M. The position accounts for 0.75% of the portfolio, ranked #28.

Signal Advisors Wealth first reported a position in XHLF in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.7M in Q4 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Signal Advisors Wealth held 216,858 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $10.9M as of Q1 2026.
Signal Advisors Wealth sold 15,684 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $789K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.75% of Signal Advisors Wealth's portfolio in Q1 2026, its #28 holding.
Signal Advisors Wealth first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2024 and has held it in 7 quarters since.
Signal Advisors Wealth's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $11.7M in Q4 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.