Bank of Montreal
XHLF icon

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

Bank of Montreal’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 		$48.7M Buy
968,052
+481,496
+99% +$24.2M 0.02% 558
2025
Q4 		$24.4M Buy
486,556
+8,712
+2% +$438K 0.01% 788
2025
Q3 		$24.1M Sell
477,844
-28,547
-6% -$1.44M 0.01% 721
2025
Q2 		$25.5M Buy
506,391
+39,930
+9% +$2.01M 0.01% 647
2025
Q1 		$23.5M Buy
466,461
+183,341
+65% +$9.22M 0.01% 648
2024
Q4 		$14.2M Buy
283,120
+32,344
+13% +$1.63M 0.01% 864
2024
Q3 		$12.7M Buy
250,776
+19,534
+8% +$982K 0.01% 945
2024
Q2 		$11.6M Buy
231,242
+18,332
+9% +$920K ﹤0.01% 942
2024
Q1 		$10.7M Buy
212,910
+188,156
+760% +$9.45M ﹤0.01% 947
2023
Q4 		$1.25M Sell
24,754
-6,907
-22% -$347K ﹤0.01% 1932
2023
Q3 		$1.59M Sell
31,661
-1,671
-5% -$83.8K ﹤0.01% 1820
2023
Q2 		$1.67M Buy
+33,332
New +$1.67M ﹤0.01% 1902

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 $675M AUM 17.92% 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
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Royal Bank of Canada
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal's XHLF Position: Q1 2026 in Review

Bank of Montreal increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 99% in Q1 2026, buying an estimated $24.2M and bringing the position to 968,052 shares worth $48.7M. The position accounts for 0.02% of the portfolio, ranked #558.

Bank of Montreal first reported a position in XHLF in Q2 2023 and has held it in 12 quarters since. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

  • Bank of Montreal held 968,052 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $48.7M as of Q1 2026.
  • Bank of Montreal bought 481,496 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $24.2M.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.02% of Bank of Montreal's portfolio in Q1 2026, its #558 holding.
  • Bank of Montreal first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2023 and has held it in 12 quarters since.
  • 123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.