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 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 $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

Stonebrook Private's XHLF Position: Q1 2026 in Review

Stonebrook Private reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 16% in Q1 2026, selling an estimated $175K and leaving 17,941 shares worth $903K. The position accounts for 0.19% of the portfolio, ranked #83.

Stonebrook Private first reported a position in XHLF in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.87M in Q3 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Stonebrook Private held 17,941 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $903K as of Q1 2026.
Stonebrook Private sold 3,489 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $175K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.19% of Stonebrook Private's portfolio in Q1 2026, its #83 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 8 quarters since.
Stonebrook Private's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $3.87M in Q3 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.