WealthPlan Investment Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

WealthPlan Investment Management’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	$569K	Sell	11,319 -211	-2%	-$10.6K	0.03%	299
2026 Q1	$580K	Sell	11,530 -460	-4%	-$23.1K	0.03%	283
2025 Q4	$602K	Sell	11,990 -733	-6%	-$36.9K	0.04%	235
2025 Q3	$642K	Buy	12,723 +7	+0.1%	+$352	0.04%	208
2025 Q2	$640K	Sell	12,716 -1,927	-13%	-$96.8K	0.05%	216
2025 Q1	$737K	Sell	14,643 -47	-0.3%	-$2.36K	0.07%	149
2024 Q4	$737K	Sell	14,690 -5,203	-26%	-$262K	0.07%	142
2024 Q3	$1M	Sell	19,893 -165,633	-89%	-$8.33M	0.1%	128
2024 Q2	$9.33M	Sell	185,526 -38,167	-17%	-$1.91M	1.41%	22
2024 Q1	$11.3M	Buy	+223,693	New	+$11.2M	1.72%	13

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

WealthPlan Investment Management's XHLF Position: Q2 2026 in Review

WealthPlan Investment Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 1.8% in Q2 2026, selling an estimated $10.6K and leaving 11,319 shares worth $569K. The position accounts for 0.03% of the portfolio, ranked #299.

WealthPlan Investment Management first reported a position in XHLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.3M in Q1 2024. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

WealthPlan Investment Management held 11,319 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $569K as of Q2 2026.
WealthPlan Investment Management sold 211 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $10.6K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #299 holding.
WealthPlan Investment Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
WealthPlan Investment Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $11.3M in Q1 2024.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.