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 Q2	$1.03M	Sell	20,428 -4,530	-18%	-$228K	﹤0.01%	1990
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 $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

Cerity Partners's XHLF Position: Q2 2026 in Review

Cerity Partners reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 18% in Q2 2026, selling an estimated $228K and leaving 20,428 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Cerity Partners first reported a position in XHLF in Q1 2023 and has held it in 5 quarters since. The position peaked at $7.14M in Q4 2023. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Cerity Partners held 20,428 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.03M as of Q2 2026.
Cerity Partners sold 4,530 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $228K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1990 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 5 quarters since.
Cerity Partners's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $7.14M in Q4 2023.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.