Commonwealth Equity Services
XHLF icon

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
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 $2.88B AUM 15.75% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 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 $1.15B AUM 19.91% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Bank of America
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
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return
SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return

Commonwealth Equity Services's XHLF Position: Q4 2025 in Review

Commonwealth Equity Services sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2025, closing a stake of 4,681 shares — an estimated $236K sold.

Commonwealth Equity Services first reported a position in XHLF in Q3 2023 and held it in 9 quarters. The position peaked at $6.79M in Q2 2024. 133 funds tracked by Wall St. Rank hold XHLF as of Q4 2025.

  • Commonwealth Equity Services reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 4,681 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2025, an estimated $236K.
  • Commonwealth Equity Services first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and held it in 9 quarters.
  • Commonwealth Equity Services's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $6.79M in Q2 2024.
  • 133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.