Sweeney & Michel’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Sweeney & Michel’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	$2.15M	Buy	42,823 +7,232	+20%	+$364K	0.63%	30
2025 Q4	$1.79M	Sell	35,591 -69	-0.2%	-$3.47K	0.53%	37
2025 Q3	$1.79M	Buy	35,660 +5,859	+20%	+$295K	0.6%	32
2025 Q2	$1.5M	Sell	29,801 -315	-1%	-$15.8K	0.53%	33
2025 Q1	$1.51M	Buy	+30,116	New	+$1.51M	0.66%	30
2024 Q3	$1.45M	Buy	28,837 +19,581	+212%	+$984K	0.57%	33
2024 Q2	$464K	Buy	+9,256	New	+$464K	0.2%	68

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