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 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 $2.88B AUM 15.75% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

AE Wealth Management's XHLF Position: Q1 2026 in Review

AE Wealth Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 287% in Q1 2026, buying an estimated $1.15M and bringing the position to 30,917 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #719.

AE Wealth Management first reported a position in XHLF in Q3 2023 and has held it in 8 quarters since. The position peaked at $76.3M in Q4 2023. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

AE Wealth Management held 30,917 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.56M as of Q1 2026.
AE Wealth Management bought 22,925 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.15M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #719 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 8 quarters since.
AE Wealth Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $76.3M in Q4 2023.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.