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Tanager Wealth Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Tanager Wealth 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
Q1 		$73.6M Sell
1,462,142
-292,053
-17% -$14.7M 7.12% 3
2025
Q4 		$88.2M Sell
1,754,195
-304,861
-15% -$15.3M 8.8% 2
2025
Q3 		$104M Sell
2,059,056
-143,019
-6% -$7.19M 10.9% 2
2025
Q2 		$111M Sell
2,202,075
-28,432
-1% -$1.43M 13.07% 1
2025
Q1 		$112M Buy
2,230,507
+50,967
+2% +$2.56M 14.61% 1
2024
Q4 		$110M Buy
2,179,540
+826,181
+61% +$41.5M 14.24% 1
2024
Q3 		$68.3M Buy
1,353,359
+71,222
+6% +$3.58M 9.19% 3
2024
Q2 		$64.5M Buy
1,282,137
+68,552
+6% +$3.44M 9.59% 3
2024
Q1 		$61.1M Sell
1,213,585
-546,775
-31% -$27.5M 9.86% 2
2023
Q4 		$88.8M Buy
1,760,360
+194,839
+12% +$9.79M 16.15% 1
2023
Q3 		$78.7M Buy
1,565,521
+475,608
+44% +$23.9M 16.32% 2
2023
Q2 		$54.7M Buy
1,089,913
+222,572
+26% +$11.2M 11.85% 2
2023
Q1 		$43.6M Buy
867,341
+254,606
+42% +$12.8M 10.35% 2
2022
Q4 		$30.8M Buy
+612,735
New +$30.7M 8.29% 2

Other funds holding XHLF

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
APM
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
3AM
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
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tanager Wealth Management's XHLF Position: Q1 2026 in Review

Tanager Wealth Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 17% in Q1 2026, selling an estimated $14.7M and leaving 1,462,142 shares worth $73.6M. The position accounts for 7.12% of the portfolio, ranked #3.

Tanager Wealth Management first reported a position in XHLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $112M in Q1 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

  • Tanager Wealth Management held 1,462,142 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $73.6M as of Q1 2026.
  • Tanager Wealth Management sold 292,053 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $14.7M.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 7.12% of Tanager Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Tanager Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • Tanager Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $112M in Q1 2025.
  • 123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.