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 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 $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

Vermillion & White Wealth Management Group's XHLF Position: Q1 2026 in Review

Vermillion & White Wealth Management Group increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 0.38% in Q1 2026, buying an estimated $1.16K and bringing the position to 6,122 shares worth $308K. The position accounts for 0.18% of the portfolio, ranked #50.

Vermillion & White Wealth Management Group first reported a position in XHLF in Q3 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Vermillion & White Wealth Management Group held 6,122 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $308K as of Q1 2026.
Vermillion & White Wealth Management Group bought 23 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.16K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.18% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #50 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 3 quarters since.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.