Concurrent Investment Advisors’s BondBloxx USD High Yield Bond Financial & REIT Sector ETF XHYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-12,269
Closed -$452K 2220
2026
Q1
$452K Sell
12,269
-15,105
-55% -$567K ﹤0.01% 1269
2025
Q4
$1.04M Buy
27,374
+12,796
+88% +$485K 0.01% 816
2025
Q3
$556K Sell
14,578
-2,569
-15% -$97.6K 0.01% 865
2025
Q2
$652K Buy
+17,147
New +$640K 0.01% 753

Concurrent Investment Advisors's XHYF Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of BondBloxx USD High Yield Bond Financial & REIT Sector ETF (XHYF) in Q2 2026, closing a stake of 12,269 shares — an estimated $452K sold.

Concurrent Investment Advisors first reported a position in XHYF in Q2 2025 and held it in 4 quarters. The position peaked at $1.04M in Q4 2025. 0 funds tracked by Wall St. Rank hold XHYF as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining BondBloxx USD High Yield Bond Financial & REIT Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 12,269 BondBloxx USD High Yield Bond Financial & REIT Sector ETF shares in Q2 2026, an estimated $452K.
  • Concurrent Investment Advisors first reported a position in BondBloxx USD High Yield Bond Financial & REIT Sector ETF in Q2 2025 and held it in 4 quarters.
  • Concurrent Investment Advisors's BondBloxx USD High Yield Bond Financial & REIT Sector ETF position peaked at $1.04M in Q4 2025.
  • 0 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Financial & REIT Sector ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.