Valmark Advisers’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Valmark Advisers’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	$713K	Buy	14,183 +2,107	+17%	+$106K	0.01%	427
2026 Q1	$608K	Buy	12,076 +2,027	+20%	+$102K	0.01%	430
2025 Q4	$505K	Sell	10,049 -3,431	-25%	-$173K	0.01%	444
2025 Q3	$680K	Buy	13,480 +1,430	+12%	+$71.9K	0.01%	387
2025 Q2	$607K	Buy	12,050 +2,594	+27%	+$130K	0.01%	414
2025 Q1	$476K	Buy	9,456 +3,340	+55%	+$168K	0.01%	436
2024 Q4	$307K	Buy	+6,116	New	+$307K	﹤0.01%	506

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

Valmark Advisers's XHLF Position: Q2 2026 in Review

Valmark Advisers increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 17% in Q2 2026, buying an estimated $106K and bringing the position to 14,183 shares worth $713K. The position accounts for 0.01% of the portfolio, ranked #427.

Valmark Advisers first reported a position in XHLF in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Valmark Advisers held 14,183 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $713K as of Q2 2026.
Valmark Advisers bought 2,107 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $106K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #427 holding.
Valmark Advisers first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.