Wellington Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Wellington 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	–	Sell	-1,277	Closed	-$64.2K	–	449
2025 Q4	$64.2K	Buy	+1,277	New	+$64.3K	0.02%	231

Other funds holding XHLF

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

Wellington Group's XHLF Position: Q1 2026 in Review

Wellington Group sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2026, closing a stake of 1,277 shares — an estimated $64.2K sold.

Wellington Group first reported a position in XHLF in Q4 2025 and held it in 1 quarter. The position peaked at $64.2K in Q4 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Wellington Group reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Wellington Group sold 1,277 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $64.2K.
Wellington Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2025 and held it in 1 quarter.
Wellington Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $64.2K in Q4 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Wellington Group's 13F filing for Q1 2026, filed 22 May 2026.