JDM Financial Group LLC XHLF — BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF

Ownership history in JDM Financial Group LLC  ·  7 quarters on record

AI Ownership Summary

JDM Financial Group LLC reported BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 11.14% in 2025 Q3. The latest visible filing shows XHLF at 10.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XHLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JDM Financial Group LLC's position in BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XHLF was reported at 10.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.14% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XHLF stock page JDM Financial Group LLC fund profile JDM Financial Group LLC full holdings
How JDM Financial Group LLC held XHLF — position size vs. price
% of Fund (quarterly)    XHLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 552,344 +25,037 +4.7% 10.78% $27.8M 2026-02-14 (Est.) $50.01
2025 Q3 ADDED — — — 527,307 +275,122 +109.1% 11.14% $26.6M 2025-10-21 $49.41
2025 Q2 REDUCED 28.4% +1.1% ❌ 252,185 -100,198 -28.4% 5.99% $12.7M 2025-08-04 $48.96
2025 Q1 REDUCED — — — 352,383 -15,474 -4.2% 9.00% $17.7M 2025-05-15 $48.47
2024 Q4 ADDED — — — 367,857 +79,604 +27.6% 9.59% $18.5M 2025-02-18 $48.01
2024 Q3 ADDED — — — 288,253 +285,463 +10231.6% 7.91% $14.5M 2024-11-18 $47.50
2024 Q2 INITIATED — — — 2,790 — — 0.09% $140K 2024-08-14 $46.91

🏢 Other funds also holding XHLF

As of 2026 Q1 — sorted by position size

TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 10.44% Tanager Wealth Management LLP 3Y 7.12% North Forty Two & Co. 4.65% Bulwark Capital Corp 3.21% eCIO, Inc. 3.07% Strong Retirement Solutions LLC 1.95% CAMBIENT FAMILY OFFICE, LLC 1.64% Warren Street Wealth Advisors, LLC 3Y 1.61% SILVER OAK SECURITIES, INCORPORATED 3Y 1.42% John W. Brooker & Co., CPAs 3Y 1.04%

FAQ About JDM Financial Group LLC and XHLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has JDM Financial Group LLC reported owning XHLF?

JDM Financial Group LLC reported XHLF across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported XHLF position in JDM Financial Group LLC's portfolio?

The largest reported portfolio weight for XHLF was 11.14% in 2025 Q3.

What is the latest reported XHLF position on this page?

The most recent filing on this page is 2025 Q4, when JDM Financial Group LLC reported 552,344 shares, equal to 10.78% of portfolio, with an estimated market value of $27.8M.

What does the chart on this XHLF ownership page compare?

The chart compares JDM Financial Group LLC's quarterly XHLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JDM Financial Group LLC time their XHLF position?

Based on 13F filing dates vs. subsequent XHLF price moves, JDM Financial Group LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on XHLF relative to SPY over the holding period was -12.6%.

← Back to JDM Financial Group LLC Holdings