Sweeney & Michel
XHLF icon

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
Q3 		$2.09M Buy
41,569
+4,257
+11% +$214K 0.56% 34
2026
Q2 		$1.87M Sell
37,312
-5,511
-13% -$277K 0.49% 37
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

Q3 Asset Management
Q3 Asset Management Birmingham, Michigan $553M AUM 20.11% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
eCIO Inc
eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Sweeney & Michel's XHLF Position: Q3 2026 in Review

Sweeney & Michel increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 11% in Q3 2026, buying an estimated $214K and bringing the position to 41,569 shares worth $2.09M. The position accounts for 0.56% of the portfolio, ranked #34.

Sweeney & Michel first reported a position in XHLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.15M in Q1 2026. 68 funds tracked by Wall St. Rank hold XHLF as of Q3 2026.

  • Sweeney & Michel held 41,569 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $2.09M as of Q3 2026.
  • Sweeney & Michel bought 4,257 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2026, an estimated $214K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.56% of Sweeney & Michel's portfolio in Q3 2026, its #34 holding.
  • Sweeney & Michel first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • Sweeney & Michel's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.15M in Q1 2026.
  • 68 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.