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 Q2	$15.5M	Buy	308,141 +91,283	+42%	+$4.59M	0.78%	29
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 $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

Signal Advisors Wealth's XHLF Position: Q2 2026 in Review

Signal Advisors Wealth increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 42% in Q2 2026, buying an estimated $4.59M and bringing the position to 308,141 shares worth $15.5M. The position accounts for 0.78% of the portfolio, ranked #29.

Signal Advisors Wealth first reported a position in XHLF in Q3 2024 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Signal Advisors Wealth held 308,141 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $15.5M as of Q2 2026.
Signal Advisors Wealth bought 91,283 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $4.59M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.78% of Signal Advisors Wealth's portfolio in Q2 2026, its #29 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 8 quarters since.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.