SWEENEY & MICHEL, LLC XHLF — BONDBLOXX ETF TRUST

Ownership history in SWEENEY & MICHEL, LLC  ·  7 quarters on record

AI Ownership Summary

SWEENEY & MICHEL, LLC reported BONDBLOXX ETF TRUST (XHLF) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.66% in 2025 Q1. The latest visible filing shows XHLF at 0.63% 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 SWEENEY & MICHEL, LLC'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 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 Q1

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 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 SWEENEY & MICHEL, LLC fund profile SWEENEY & MICHEL, LLC full holdings
How SWEENEY & MICHEL, 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)
2026 Q1 ADDED — — — 42,823 +7,232 +20.3% 0.63% $2.2M 2026-04-16 $50.11
2025 Q4 REDUCED — — — 35,591 -69 -0.2% 0.53% $1.8M 2026-02-13 $49.86
2025 Q3 ADDED — — — 35,660 +5,859 +19.7% 0.60% $1.8M 2025-11-13 $49.36
2025 Q2 REDUCED — — — 29,801 -315 -1.0% 0.53% $1.5M 2025-07-14 $48.66
2025 Q1 ADDED — — — 30,116 +1,279 +4.4% 0.66% $1.5M 2025-04-09 $48.18
2024 Q3 ADDED — — — 28,837 +19,581 +211.5% 0.57% $1.5M 2024-10-21 $47.20
2024 Q2 INITIATED — — — 9,256 — — 0.20% $464K 2024-07-10 $46.48

🏢 Other funds also holding XHLF

As of 2026 Q1 — sorted by position size

Carrera Capital Advisors 21.9% 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% STAR Financial Bank 3Y 2.6% Advisors Preferred, LLC 3Y 7Y 2.07% Strong Retirement Solutions LLC 1.95% CAMBIENT FAMILY OFFICE, LLC 1.64%

FAQ About SWEENEY & MICHEL, 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 SWEENEY & MICHEL, LLC reported owning XHLF?

SWEENEY & MICHEL, LLC reported XHLF across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported XHLF position in SWEENEY & MICHEL, LLC's portfolio?

The largest reported portfolio weight for XHLF was 0.66% in 2025 Q1.

What is the latest reported XHLF position on this page?

The most recent filing on this page is 2026 Q1, when SWEENEY & MICHEL, LLC reported 42,823 shares, equal to 0.63% of portfolio, with an estimated market value of $2.2M.

What does the chart on this XHLF ownership page compare?

The chart compares SWEENEY & MICHEL, 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 SWEENEY & MICHEL, LLC time their XHLF position?

Based on 13F filing dates vs. subsequent XHLF price moves, SWEENEY & MICHEL, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on XHLF relative to SPY over the holding period was -5.6%.

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