Vermillion & White Wealth Management Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Vermillion & White Wealth Management Group’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	$313K	Buy	6,214 +92	+2%	+$4.62K	0.16%	53
2026 Q1	$308K	Buy	6,122 +23	+0.4%	+$1.16K	0.18%	50
2025 Q4	$308K	Buy	6,099 +4,809	+373%	+$242K	0.17%	47
2025 Q3	$65K	Buy	+1,290	New	+$64.9K	0.04%	129

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

Vermillion & White Wealth Management Group's XHLF Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 1.5% in Q2 2026, buying an estimated $4.62K and bringing the position to 6,214 shares worth $313K. The position accounts for 0.16% of the portfolio, ranked #53.

Vermillion & White Wealth Management Group first reported a position in XHLF in Q3 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Vermillion & White Wealth Management Group held 6,214 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $313K as of Q2 2026.
Vermillion & White Wealth Management Group bought 92 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $4.62K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.16% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #53 holding.
Vermillion & White Wealth Management Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2025 and has held it in 4 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 Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.