Smith, Moore & Co’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Smith, Moore & Co’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	$201K	Hold	4,000	–	–	0.01%	564
2026 Q1	$201K	Hold	4,000	–	–	0.01%	536
2025 Q4	$201K	Buy	+4,000	New	+$201K	0.02%	510

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

Smith, Moore & Co's XHLF Position: Q2 2026 in Review

Smith, Moore & Co held its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) position steady in Q2 2026 at 4,000 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #564.

Smith, Moore & Co first reported a position in XHLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $201K in Q1 2026. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Smith, Moore & Co held 4,000 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $201K as of Q2 2026.
Smith, Moore & Co 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 Smith, Moore & Co's portfolio in Q2 2026, its #564 holding.
Smith, Moore & Co first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Smith, Moore & Co's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $201K in Q1 2026.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.