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Wilian Securities’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Wilian Securities’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 		$1.03M Buy
20,439
+8,467
+71% +$425K 0.61% 42
2026
Q1 		$603K Buy
11,972
+6,657
+125% +$335K 1.48% 18
2025
Q4 		$267K Buy
+5,315
New +$267K 0.29% 85

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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wilian Securities's XHLF Position: Q2 2026 in Review

Wilian Securities increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 71% in Q2 2026, buying an estimated $425K and bringing the position to 20,439 shares worth $1.03M. The position accounts for 0.61% of the portfolio, ranked #42.

Wilian Securities first reported a position in XHLF in Q4 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Wilian Securities held 20,439 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.03M as of Q2 2026.
  • Wilian Securities bought 8,467 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $425K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.61% of Wilian Securities's portfolio in Q2 2026, its #42 holding.
  • Wilian Securities first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Wilian Securities's 13F filing for Q2 2026, filed 13 Jul 2026.