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 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

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

Sweeney & Michel's XHLF Position: Q2 2026 in Review

Sweeney & Michel reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 13% in Q2 2026, selling an estimated $277K and leaving 37,312 shares worth $1.87M. The position accounts for 0.49% of the portfolio, ranked #37.

Sweeney & Michel first reported a position in XHLF in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.15M in Q1 2026. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Sweeney & Michel held 37,312 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.87M as of Q2 2026.
Sweeney & Michel sold 5,511 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $277K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.49% of Sweeney & Michel's portfolio in Q2 2026, its #37 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 8 quarters since.
Sweeney & Michel's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.15M in Q1 2026.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.