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Warren Street Wealth Advisors’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Warren Street Wealth Advisors’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 		$6.89M Buy
136,934
+11,605
+9% +$583K 1.54% 17
2026
Q1 		$6.31M Sell
125,329
-3,063
-2% -$154K 1.61% 17
2025
Q4 		$6.45M Buy
128,392
+12,990
+11% +$654K 1.84% 14
2025
Q3 		$5.82M Buy
115,402
+10,575
+10% +$532K 1.74% 13
2025
Q2 		$5.28M Buy
104,827
+11,905
+13% +$598K 1.74% 13
2025
Q1 		$4.68M Buy
92,922
+8,950
+11% +$450K 1.82% 12
2024
Q4 		$4.21M Sell
83,972
-632
-0.7% -$31.8K 1.73% 14
2024
Q3 		$4.27M Buy
84,604
+40,979
+94% +$2.06M 1.76% 14
2024
Q2 		$2.19M Buy
43,625
+12,360
+40% +$620K 1.09% 18
2024
Q1 		$1.57M Buy
31,265
+12,083
+63% +$607K 0.78% 23
2023
Q4 		$963K Buy
19,182
+15,118
+372% +$759K 0.55% 28
2023
Q3 		$204K Buy
+4,064
New +$204K 0.14% 78

Other funds holding XHLF

TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
FA
Fairlight Advisors San Francisco, California $123M AUM
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
NFTC
North Forty Two & Co Lake Oswego, Oregon $118M AUM 21.54% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Warren Street Wealth Advisors's XHLF Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 9.3% in Q2 2026, buying an estimated $583K and bringing the position to 136,934 shares worth $6.89M. The position accounts for 1.54% of the portfolio, ranked #17.

Warren Street Wealth Advisors first reported a position in XHLF in Q3 2023 and has held it in 12 quarters since. 50 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Warren Street Wealth Advisors held 136,934 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $6.89M as of Q2 2026.
  • Warren Street Wealth Advisors bought 11,605 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $583K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 1.54% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Warren Street Wealth Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • 50 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.