Cetera Investment Advisers’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Cetera Investment Advisers’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	$7.63M	Sell	151,670 -1,192	-0.8%	-$59.9K	0.01%	1313
2026 Q1	$7.69M	Sell	152,862 -48,080	-24%	-$2.42M	0.01%	1231
2025 Q4	$10.1M	Buy	200,942 +8,158	+4%	+$410K	0.01%	1024
2025 Q3	$9.72M	Buy	192,784 +105,500	+121%	+$5.31M	0.01%	1003
2025 Q2	$4.39M	Buy	87,284 +72,777	+502%	+$3.66M	0.01%	1272
2025 Q1	$731K	Buy	+14,507	New	+$729K	﹤0.01%	2524
2024 Q3	–	Sell	-2,409,670	Closed	-$121M	–	3925
2024 Q2	$121M	Sell	2,409,670 -66,884	-3%	-$3.36M	0.28%	66
2024 Q1	$125M	Buy	+2,476,554	New	+$124M	0.29%	63

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

Cetera Investment Advisers's XHLF Position: Q2 2026 in Review

Cetera Investment Advisers reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 0.78% in Q2 2026, selling an estimated $59.9K and leaving 151,670 shares worth $7.63M. The position accounts for 0.01% of the portfolio, ranked #1313.

Cetera Investment Advisers first reported a position in XHLF in Q1 2024 and has held it in 8 quarters since. The position peaked at $125M in Q1 2024. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Cetera Investment Advisers held 151,670 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $7.63M as of Q2 2026.
Cetera Investment Advisers sold 1,192 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $59.9K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1313 holding.
Cetera Investment Advisers first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2024 and has held it in 8 quarters since.
Cetera Investment Advisers's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $125M in Q1 2024.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.