Sowell Financial Services’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Sowell Financial Services’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	$367K	Sell	7,299 -402	-5%	-$20.2K	0.01%	759
2025 Q4	$387K	Sell	7,701 -419	-5%	-$21.1K	0.01%	729
2025 Q3	$409K	Sell	8,120 -232	-3%	-$11.7K	0.02%	698
2025 Q2	$420K	Hold	8,352	–	–	0.02%	664
2025 Q1	$421K	Buy	+8,352	New	+$420K	0.02%	635
2024 Q4	–	Sell	-10,643	Closed	-$537K	–	620
2024 Q3	$537K	Sell	10,643 -1,550	-13%	-$77.9K	0.02%	429
2024 Q2	$613K	Buy	12,193 +140	+1%	+$7.02K	0.03%	409
2024 Q1	$606K	Buy	12,053 +1,198	+11%	+$60.2K	0.03%	425
2023 Q4	$547K	Sell	10,855 -1,301	-11%	-$65.3K	0.03%	420
2023 Q3	$611K	Buy	+12,156	New	+$610K	0.04%	375

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

Sowell Financial Services's XHLF Position: Q1 2026 in Review

Sowell Financial Services reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 5.2% in Q1 2026, selling an estimated $20.2K and leaving 7,299 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #759.

Sowell Financial Services first reported a position in XHLF in Q3 2023 and has held it in 10 quarters since. The position peaked at $613K in Q2 2024. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Sowell Financial Services held 7,299 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $367K as of Q1 2026.
Sowell Financial Services sold 402 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $20.2K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #759 holding.
Sowell Financial Services first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and has held it in 10 quarters since.
Sowell Financial Services's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $613K 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 Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.