Commonwealth Equity Services’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Commonwealth Equity Services’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	$202K	Buy	+4,008	New	+$201K	﹤0.01%	4125
2025 Q4	–	Sell	-4,681	Closed	-$236K	–	4464
2025 Q3	$236K	Sell	4,681 -74	-2%	-$3.72K	﹤0.01%	3832
2025 Q2	$239K	Sell	4,755 -473	-9%	-$23.8K	﹤0.01%	3795
2025 Q1	$263K	Sell	5,228 -301	-5%	-$15.1K	﹤0.01%	3612
2024 Q4	$277K	Sell	5,529 -117,791	-96%	-$5.92M	﹤0.01%	3480
2024 Q3	$6.22M	Sell	123,320 -11,680	-9%	-$587K	0.01%	1085
2024 Q2	$6.79M	Buy	135,000 +1,250	+0.9%	+$62.7K	0.01%	1014
2024 Q1	$6.73M	Buy	133,750 +34,495	+35%	+$1.73M	0.01%	980
2023 Q4	$4.98M	Buy	99,255 +88,162	+795%	+$4.43M	0.01%	1098
2023 Q3	$558K	Buy	+11,093	New	+$557K	﹤0.01%	2501

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

Commonwealth Equity Services's XHLF Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026: 4,008 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #4125 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in XHLF as recently as Q3 2025.

Commonwealth Equity Services first reported a position in XHLF in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.79M in Q2 2024. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Commonwealth Equity Services held 4,008 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $202K as of Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF was a new Commonwealth Equity Services position in Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4125 holding.
Commonwealth Equity Services first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and has held it in 10 quarters since.
Commonwealth Equity Services's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $6.79M in Q2 2024.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.