SALEM INVESTMENT COUNSELORS INC XHLF — BONDBLOXX ETF TRUST

Ownership history in SALEM INVESTMENT COUNSELORS INC  ·  9 quarters on record

AI Ownership Summary

SALEM INVESTMENT COUNSELORS INC reported BONDBLOXX ETF TRUST (XHLF) in 9 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows XHLF at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XHLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SALEM INVESTMENT COUNSELORS INC's position in BONDBLOXX ETF TRUST, 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
2026 Q2

XHLF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

How SALEM INVESTMENT COUNSELORS INC 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 5,020 — 0% 0.01% $253K 2026-07-14 $49.90
2026 Q1 REDUCED 67.1% +0.8% ❌ 5,020 -10,241 -67.1% 0.01% $253K 2026-04-13 $49.48
2025 Q4 ADDED — — — 15,261 +12,761 +510.4% 0.02% $769K 2026-01-12 $49.08
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SALEM INVESTMENT COUNSELORS INC and XHLF

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

How long has SALEM INVESTMENT COUNSELORS INC reported owning XHLF?

SALEM INVESTMENT COUNSELORS INC reported XHLF across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported XHLF position in SALEM INVESTMENT COUNSELORS INC's portfolio?

The largest reported portfolio weight for XHLF was 0.02% in 2025 Q4.

What is the latest reported XHLF position on this page?

The most recent filing on this page is 2026 Q2, when SALEM INVESTMENT COUNSELORS INC reported 5,020 shares, equal to 0.01% of portfolio, with an estimated market value of $253K.

What does the chart on this XHLF ownership page compare?

The chart compares SALEM INVESTMENT COUNSELORS INC'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 SALEM INVESTMENT COUNSELORS INC time their XHLF position?

Based on 13F filing dates vs. subsequent XHLF price moves, SALEM INVESTMENT COUNSELORS INC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on XHLF relative to SPY over the holding period was +481.5%.

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