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 Q2	$630K	Buy	12,531 +15	+0.1%	+$754	0.41%	46
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 $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

Sugar Maple Asset Management's XHLF Position: Q2 2026 in Review

Sugar Maple Asset Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 0.12% in Q2 2026, buying an estimated $754 and bringing the position to 12,531 shares worth $630K. The position accounts for 0.41% of the portfolio, ranked #46.

Sugar Maple Asset Management first reported a position in XHLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q2 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Sugar Maple Asset Management held 12,531 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $630K as of Q2 2026.
Sugar Maple Asset Management bought 15 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $754.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.41% of Sugar Maple Asset Management's portfolio in Q2 2026, its #46 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 7 quarters since.
Sugar Maple Asset Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.48M in Q2 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.