Bank of America
XHLF icon

Bank of America’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Bank of America’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 		$47.6M Buy
946,074
+81,667
+9% +$4.11M ﹤0.01% 1633
2025
Q4 		$43.4M Buy
864,407
+140,660
+19% +$7.08M ﹤0.01% 1655
2025
Q3 		$36.5M Buy
723,747
+92,691
+15% +$4.66M ﹤0.01% 2021
2025
Q2 		$31.8M Sell
631,056
-85,535
-12% -$4.3M ﹤0.01% 2092
2025
Q1 		$36.1M Buy
716,591
+293,487
+69% +$14.8M ﹤0.01% 1884
2024
Q4 		$21.2M Buy
423,104
+159,757
+61% +$8.03M ﹤0.01% 2256
2024
Q3 		$13.3M Buy
263,347
+94,947
+56% +$4.77M ﹤0.01% 2795
2024
Q2 		$8.47M Buy
168,400
+76,866
+84% +$3.86M ﹤0.01% 3106
2024
Q1 		$4.61M Buy
91,534
+52,620
+135% +$2.64M ﹤0.01% 3690
2023
Q4 		$1.95M Buy
38,914
+19,415
+100% +$975K ﹤0.01% 4428
2023
Q3 		$980K Buy
19,499
+12,235
+168% +$614K ﹤0.01% 4829
2023
Q2 		$365K Buy
+7,264
New +$365K ﹤0.01% 5473

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
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return