Sugar Maple Asset Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Sugar Maple Asset 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	$630K	Buy	12,516 +14	+0.1%	+$704	0.38%	45
2025 Q4	$628K	Buy	12,502 +5,073	+68%	+$255K	0.42%	41
2025 Q3	$375K	Sell	7,429 -21,970	-75%	-$1.11M	0.27%	60
2025 Q2	$1.48M	Buy	29,399 +1,993	+7%	+$100K	1.15%	20
2025 Q1	$1.38M	Buy	27,406 +8,854	+48%	+$445K	1.09%	20
2024 Q4	$931K	Buy	+18,552	New	+$932K	0.71%	28

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

Sugar Maple Asset Management's XHLF Position: Q1 2026 in Review

Sugar Maple Asset Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 0.11% in Q1 2026, buying an estimated $704 and bringing the position to 12,516 shares worth $630K. The position accounts for 0.38% of the portfolio, ranked #45.

Sugar Maple Asset Management first reported a position in XHLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.48M in Q2 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Sugar Maple Asset Management held 12,516 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $630K as of Q1 2026.
Sugar Maple Asset Management bought 14 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $704.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.38% of Sugar Maple Asset Management's portfolio in Q1 2026, its #45 holding.
Sugar Maple Asset Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Sugar Maple Asset Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.48M in Q2 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.