STAR Financial Bank XHLF — BONDBLOXX ETF TRUST

Ownership history in STAR Financial Bank  ·  7 quarters on record

AI Ownership Summary

STAR Financial Bank reported BONDBLOXX ETF TRUST (XHLF) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.6% in 2026 Q1. The latest visible filing shows XHLF at 2.60% 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 STAR Financial Bank'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 Q1

XHLF was reported at 2.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.6% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 STAR Financial Bank fund profile STAR Financial Bank full holdings
How STAR Financial Bank 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)
2026 Q1 ADDED — — — 109,384 +12,095 +12.4% 2.60% $5.5M 2026-05-08 $50.07
2025 Q4 ADDED — — — 97,289 +82,378 +552.5% 2.50% $4.9M 2026-02-13 $49.71
2025 Q3 REDUCED — — — 14,911 -403 -2.6% 0.44% $752K 2025-11-14 $49.24
2025 Q2 ADDED — — — 15,314 +657 +4.5% 0.49% $771K 2025-08-14 $48.72
2025 Q1 ADDED — — — 14,657 +9,928 +209.9% 0.54% $738K 2025-05-05 $48.15
2024 Q4 REDUCED 42.4% +1.0% ❌ 4,729 -3,487 -42.4% 0.17% $237K 2025-02-14 $47.72
2024 Q3 INITIATED — — — 8,216 — — 0.28% $414K 2024-11-08 $47.18

🏢 Other funds also holding XHLF

As of 2026 Q1 — sorted by position size

Carrera Capital Advisors 21.9% POTOMAC FUND MANAGEMENT INC /ADV 11.22% TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 10.44% JDM Financial Group LLC 3Y 10.33% Tanager Wealth Management LLP 3Y 7.12% a16z Perennial Management, L.P. 5.82% Measured Risk Portfolios, Inc. 5.61% North Forty Two & Co. 4.65% Bulwark Capital Corp 3.21% eCIO, Inc. 3.07%

FAQ About STAR Financial Bank and XHLF

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

How long has STAR Financial Bank reported owning XHLF?

STAR Financial Bank reported XHLF across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported XHLF position in STAR Financial Bank's portfolio?

The largest reported portfolio weight for XHLF was 2.60% in 2026 Q1.

What is the latest reported XHLF position on this page?

The most recent filing on this page is 2026 Q1, when STAR Financial Bank reported 109,384 shares, equal to 2.60% of portfolio, with an estimated market value of $5.5M.

What does the chart on this XHLF ownership page compare?

The chart compares STAR Financial Bank'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 STAR Financial Bank time their XHLF position?

Based on 13F filing dates vs. subsequent XHLF price moves, STAR Financial Bank correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on XHLF relative to SPY over the holding period was -10.6%.

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