TWM
XHLF icon

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
Q2 		$48.8M Sell
970,303
-491,839
-34% -$24.7M 4.25% 5
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 $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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

Tanager Wealth Management's XHLF Position: Q2 2026 in Review

Tanager Wealth Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 34% in Q2 2026, selling an estimated $24.7M and leaving 970,303 shares worth $48.8M. The position accounts for 4.25% of the portfolio, ranked #5.

Tanager Wealth Management first reported a position in XHLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $112M in Q1 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Tanager Wealth Management held 970,303 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $48.8M as of Q2 2026.
  • Tanager Wealth Management sold 491,839 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $24.7M.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 4.25% of Tanager Wealth Management's portfolio in Q2 2026, its #5 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 15 quarters since.
  • Tanager Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $112M in Q1 2025.
  • 130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.