ZEGA Investments’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

ZEGA Investments’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	$459K	Sell	9,129 -4,681	-34%	-$235K	0.05%	191
2026 Q1	$695K	Sell	13,810 -2,687	-16%	-$135K	0.08%	144
2025 Q4	$829K	Buy	+16,497	New	+$830K	0.1%	108

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

ZEGA Investments's XHLF Position: Q2 2026 in Review

ZEGA Investments reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 34% in Q2 2026, selling an estimated $235K and leaving 9,129 shares worth $459K. The position accounts for 0.05% of the portfolio, ranked #191.

ZEGA Investments first reported a position in XHLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $829K in Q4 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

ZEGA Investments held 9,129 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $459K as of Q2 2026.
ZEGA Investments sold 4,681 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $235K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.05% of ZEGA Investments's portfolio in Q2 2026, its #191 holding.
ZEGA Investments 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.
ZEGA Investments's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $829K in Q4 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.