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 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 $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

Valmark Advisers's XHLF Position: Q1 2026 in Review

Valmark Advisers increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 20% in Q1 2026, buying an estimated $102K and bringing the position to 12,076 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #430.

Valmark Advisers first reported a position in XHLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $680K in Q3 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Valmark Advisers held 12,076 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $608K as of Q1 2026.
Valmark Advisers bought 2,027 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $102K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #430 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 6 quarters since.
Valmark Advisers's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $680K 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 Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.