Syon Capital’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Syon Capital’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	$2.44M	Sell	48,441 -10,531	-18%	-$529K	0.11%	135
2026 Q1	$2.97M	Buy	58,972 +2,279	+4%	+$115K	0.15%	95
2025 Q4	$2.85M	Buy	56,693 +1,847	+3%	+$92.9K	0.14%	106
2025 Q3	$2.77M	Buy	54,846 +21,496	+64%	+$1.08M	0.15%	91
2025 Q2	$1.68M	Buy	+33,350	New	+$1.68M	0.11%	134

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

Syon Capital's XHLF Position: Q2 2026 in Review

Syon Capital reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 18% in Q2 2026, selling an estimated $529K and leaving 48,441 shares worth $2.44M. The position accounts for 0.11% of the portfolio, ranked #135.

Syon Capital first reported a position in XHLF in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.97M in Q1 2026. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Syon Capital held 48,441 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $2.44M as of Q2 2026.
Syon Capital sold 10,531 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $529K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.11% of Syon Capital's portfolio in Q2 2026, its #135 holding.
Syon Capital first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Syon Capital's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $2.97M 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 Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.