SEC 13F Intelligence

Jdm Financial Group LLC / XHLF

Jdm Financial Group LLC’s Bondbloxx Etf Trust Position

Does Jdm Financial Group LLC own Bondbloxx Etf Trust (XHLF)? Yes — 532.4K shares worth $27M (+10.33% of its 13F portfolio) as of Q1 2026, down from 552.3K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
532.4K
% of Portfolio
+10.33%
Quarters Held
8
currently held

Position History XHLF

Reported value by quarter
Q2 ’24: $140,281Q2 ’24Q3 ’24: $15MQ3 ’24Q4 ’24: $18MQ4 ’24Q1 ’25: $18MQ1 ’25Q2 ’25: $13MQ2 ’25Q3 ’25: $27MQ3 ’25Q4 ’25: $28MQ4 ’25Q1 ’26: $27MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026532.4K$27M+10.33%
Q4 2025552.3K$28M+10.78%
Q3 2025527.3K$27M+11.14%
Q2 2025252.2K$13M+5.99%
Q1 2025352.4K$18M+9.00%
Q4 2024367.9K$18M+9.59%
Q3 2024288.3K$15M+7.91%
Q2 20242.8K$140,281+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jdm Financial Group LLC’s full portfolio or all institutional holders of XHLF.