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 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 $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 $1.15B AUM 19.91% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 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

Smith, Moore & Co's XHLF Position: Q1 2026 in Review

Smith, Moore & Co held its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) position steady in Q1 2026 at 4,000 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #536.

Smith, Moore & Co first reported a position in XHLF in Q4 2025 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Smith, Moore & Co held 4,000 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $201K as of Q1 2026.
Smith, Moore & Co left its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF share count unchanged in Q1 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Smith, Moore & Co's portfolio in Q1 2026, its #536 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 2 quarters since.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.