Cerity Partners’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Cerity Partners’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	$1.26M	Buy	+24,958	New	+$1.26M	﹤0.01%	1738
2024 Q4	–	Sell	-34,086	Closed	-$1.72M	–	2620
2024 Q3	$1.72M	Buy	+34,086	New	+$1.71M	﹤0.01%	1159
2024 Q1	–	Sell	-142,298	Closed	-$7.14M	–	2358
2023 Q4	$7.14M	Buy	+142,298	New	+$7.15M	0.02%	443
2023 Q2	–	Sell	-19,332	Closed	-$973K	–	1976
2023 Q1	$973K	Buy	+19,332	New	+$970K	﹤0.01%	984

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

Cerity Partners's XHLF Position: Q1 2026 in Review

Cerity Partners opened a new position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2026: 24,958 shares worth $1.26M. The stake represents ﹤0.01% of the portfolio and ranks #1738 among its holdings. This is a return to the name: Cerity Partners previously reported a position in XHLF as recently as Q3 2024.

Cerity Partners first reported a position in XHLF in Q1 2023 and has held it in 4 quarters since. The position peaked at $7.14M in Q4 2023. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Cerity Partners held 24,958 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.26M as of Q1 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF was a new Cerity Partners position in Q1 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1738 holding.
Cerity Partners first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2023 and has held it in 4 quarters since.
Cerity Partners's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $7.14M 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 Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.