AE Wealth Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

AE Wealth Management’s Portfolio XHLF Stock Details XHLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$71.1K	Sell	1,414 -29,503	-95%	-$1.48M	﹤0.01%	2010
2026 Q1	$1.56M	Buy	30,917 +22,925	+287%	+$1.15M	0.01%	719
2025 Q4	$402K	Sell	7,992 -849	-10%	-$42.7K	﹤0.01%	1168
2025 Q3	$446K	Sell	8,841 -15,501	-64%	-$780K	﹤0.01%	1020
2025 Q2	$1.23M	Buy	24,342 +21,600	+788%	+$1.09M	0.01%	673
2025 Q1	$138K	Sell	2,742 -3,949	-59%	-$198K	﹤0.01%	1366
2024 Q4	$336K	Buy	+6,691	New	+$336K	﹤0.01%	1051
2024 Q1	–	Sell	-1,516,146	Closed	-$76.3M	–	2023
2023 Q4	$76.3M	Buy	1,516,146 +344,458	+29%	+$17.3M	0.39%	41
2023 Q3	$58.9M	Buy	+1,171,688	New	+$58.8M	0.35%	50

Other funds holding XHLF

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AE Wealth Management's XHLF Position: Q2 2026 in Review

AE Wealth Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 95% in Q2 2026, selling an estimated $1.48M and leaving 1,414 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

AE Wealth Management first reported a position in XHLF in Q3 2023 and has held it in 9 quarters since. The position peaked at $76.3M in Q4 2023. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

AE Wealth Management held 1,414 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $71.1K as of Q2 2026.
AE Wealth Management sold 29,503 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.48M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2010 holding.
AE Wealth Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and has held it in 9 quarters since.
AE Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $76.3M in Q4 2023.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.