Truist Financial’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Truist Financial’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	$212K	Buy	4,205 +64	+2%	+$3.22K	﹤0.01%	2619
2025 Q4	$208K	Sell	4,141 -8,956	-68%	-$451K	﹤0.01%	2587
2025 Q3	$660K	Buy	13,097 +6,834	+109%	+$344K	﹤0.01%	1860
2025 Q2	$315K	Buy	6,263 +134	+2%	+$6.74K	﹤0.01%	2189
2025 Q1	$309K	Hold	6,129	–	–	﹤0.01%	2134
2024 Q4	$308K	Buy	+6,129	New	+$308K	﹤0.01%	2140

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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 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

Truist Financial's XHLF Position: Q1 2026 in Review

Truist Financial increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 1.5% in Q1 2026, buying an estimated $3.22K and bringing the position to 4,205 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

Truist Financial first reported a position in XHLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $660K in Q3 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Truist Financial held 4,205 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $212K as of Q1 2026.
Truist Financial bought 64 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $3.22K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2619 holding.
Truist Financial first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Truist Financial's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $660K in Q3 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.