Wealth Enhancement Advisory Services’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Wealth Enhancement Advisory Services’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	–	Sell	-17,520	Closed	-$880K	–	4244
2026 Q1	$880K	Sell	17,520 -19,297	-52%	-$971K	﹤0.01%	1896
2025 Q4	$1.85M	Buy	36,817 +14,634	+66%	+$736K	﹤0.01%	1557
2025 Q3	$1.12M	Sell	22,183 -2,915	-12%	-$147K	﹤0.01%	1781
2025 Q2	$1.26M	Hold	25,098	–	–	﹤0.01%	1617
2025 Q1	$1.26M	Sell	25,098 -2,131	-8%	-$107K	﹤0.01%	1492
2024 Q4	$1.37M	Sell	27,229 -8,656	-24%	-$435K	﹤0.01%	1379
2024 Q3	$1.81M	Sell	35,885 -15,048	-30%	-$756K	﹤0.01%	1104
2024 Q2	$2.56M	Sell	50,933 -19,910	-28%	-$999K	0.01%	893
2024 Q1	$3.56M	Sell	70,843 -5,000	-7%	-$251K	0.01%	759
2023 Q4	$3.81M	Sell	75,843 -39,131	-34%	-$1.97M	0.01%	681
2023 Q3	$5.78M	Buy	+114,974	New	+$5.77M	0.02%	545

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

Wealth Enhancement Advisory Services's XHLF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026, closing a stake of 17,520 shares — an estimated $880K sold.

Wealth Enhancement Advisory Services first reported a position in XHLF in Q3 2023 and held it in 11 quarters. The position peaked at $5.78M in Q3 2023. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Wealth Enhancement Advisory Services reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 17,520 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $880K.
Wealth Enhancement Advisory Services first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and held it in 11 quarters.
Wealth Enhancement Advisory Services's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $5.78M in Q3 2023.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.