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 Q2	$7.05M	Buy	140,248 +9,953	+8%	+$500K	2.47%	8
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

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

Strait & Sound Wealth Management's XHLF Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 7.6% in Q2 2026, buying an estimated $500K and bringing the position to 140,248 shares worth $7.05M. The position accounts for 2.47% of the portfolio, ranked #8.

Strait & Sound Wealth Management first reported a position in XHLF in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.2M in Q1 2024. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Strait & Sound Wealth Management held 140,248 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $7.05M as of Q2 2026.
Strait & Sound Wealth Management bought 9,953 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $500K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 2.47% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #8 holding.
Strait & Sound Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Strait & Sound Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $18.2M in Q1 2024.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.