Stonebrook Private’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Stonebrook Private’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	$701K	Sell	13,944 -3,997	-22%	-$201K	0.13%	113
2026 Q1	$903K	Sell	17,941 -3,489	-16%	-$175K	0.19%	83
2025 Q4	$1.08M	Sell	21,430 -55,334	-72%	-$2.78M	0.23%	72
2025 Q3	$3.87M	Buy	76,764 +12,003	+19%	+$604K	0.84%	32
2025 Q2	$3.26M	Buy	64,761 +5,887	+10%	+$296K	0.76%	29
2025 Q1	$2.96M	Sell	58,874 -15,024	-20%	-$755K	0.77%	35
2024 Q4	$3.71M	Buy	73,898 +12,948	+21%	+$651K	0.97%	23
2024 Q3	$3.07M	Buy	60,950 +37,807	+163%	+$1.9M	0.81%	32
2024 Q2	$1.16M	Buy	+23,143	New	+$1.16M	0.33%	77

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

Stonebrook Private's XHLF Position: Q2 2026 in Review

Stonebrook Private reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 22% in Q2 2026, selling an estimated $201K and leaving 13,944 shares worth $701K. The position accounts for 0.13% of the portfolio, ranked #113.

Stonebrook Private first reported a position in XHLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.87M in Q3 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Stonebrook Private held 13,944 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $701K as of Q2 2026.
Stonebrook Private sold 3,997 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $201K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.13% of Stonebrook Private's portfolio in Q2 2026, its #113 holding.
Stonebrook Private first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Stonebrook Private's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $3.87M in Q3 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.