Strait & Sound Wealth Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Strait & Sound Wealth Management’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	$6.56M	Sell	130,295 -5,588	-4%	-$281K	2.44%	8
2025 Q4	$6.83M	Sell	135,883 -10,324	-7%	-$519K	2.54%	8
2025 Q3	$7.37M	Sell	146,207 -1,581	-1%	-$79.5K	2.83%	8
2025 Q2	$7.44M	Sell	147,788 -9,241	-6%	-$464K	3.16%	7
2025 Q1	$7.91M	Sell	157,029 -81,876	-34%	-$4.12M	3.67%	7
2024 Q4	$12M	Sell	238,905 -15,932	-6%	-$801K	5.56%	5
2024 Q3	$12.9M	Sell	254,837 -23,103	-8%	-$1.16M	6.25%	5
2024 Q2	$14M	Sell	277,940 -84,212	-23%	-$4.23M	7.12%	5
2024 Q1	$18.2M	Buy	362,152 +14,482	+4%	+$727K	10.15%	1
2023 Q4	$17.5M	Buy	347,670 +224,416	+182%	+$11.3M	10.91%	1
2023 Q3	$6.2M	Buy	+123,254	New	+$6.18M	5.32%	3

Other funds holding XHLF

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return