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 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 $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

Cetera Investment Advisers's XHLF Position: Q1 2026 in Review

Cetera Investment Advisers reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 24% in Q1 2026, selling an estimated $2.42M and leaving 152,862 shares worth $7.69M. The position accounts for 0.01% of the portfolio, ranked #1231.

Cetera Investment Advisers first reported a position in XHLF in Q1 2024 and has held it in 7 quarters since. The position peaked at $125M in Q1 2024. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Cetera Investment Advisers held 152,862 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $7.69M as of Q1 2026.
Cetera Investment Advisers sold 48,080 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $2.42M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1231 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 7 quarters since.
Cetera Investment Advisers's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $125M in Q1 2024.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.