Ameritas Advisory Services’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Ameritas Advisory Services’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	$18.9M	Buy	375,690 +244,346	+186%	+$12.3M	0.38%	63
2026 Q1	$6.61M	Buy	131,344 +123,142	+1,501%	+$6.19M	0.26%	91
2025 Q4	$412K	Buy	+8,202	New	+$413K	0.02%	638

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

Ameritas Advisory Services's XHLF Position: Q2 2026 in Review

Ameritas Advisory Services increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 186% in Q2 2026, buying an estimated $12.3M and bringing the position to 375,690 shares worth $18.9M. The position accounts for 0.38% of the portfolio, ranked #63.

Ameritas Advisory Services first reported a position in XHLF in Q4 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Ameritas Advisory Services held 375,690 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $18.9M as of Q2 2026.
Ameritas Advisory Services bought 244,346 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $12.3M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.38% of Ameritas Advisory Services's portfolio in Q2 2026, its #63 holding.
Ameritas Advisory Services first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.