Envestnet Asset Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Envestnet Asset Management’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	$2.5M	Buy	49,771 +27,167	+120%	+$1.37M	﹤0.01%	2996
2026 Q1	$1.14M	Sell	22,604 -148,560	-87%	-$7.47M	﹤0.01%	3388
2025 Q4	$8.6M	Sell	171,164 -91,862	-35%	-$4.62M	﹤0.01%	1803
2025 Q3	$13.3M	Sell	263,026 -84,527	-24%	-$4.25M	﹤0.01%	1582
2025 Q2	$17.5M	Buy	347,553 +321,125	+1,215%	+$16.1M	0.01%	1339
2025 Q1	$1.33M	Sell	26,428 -1,354	-5%	-$68.1K	﹤0.01%	3002
2024 Q4	$1.39M	Sell	27,782 -15,534	-36%	-$781K	﹤0.01%	2937
2024 Q3	$2.18M	Sell	43,316 -9,877	-19%	-$497K	﹤0.01%	2593
2024 Q2	$2.67M	Buy	53,193 +7,039	+15%	+$353K	﹤0.01%	2440
2024 Q1	$2.32M	Buy	46,154 +17,379	+60%	+$873K	﹤0.01%	2479
2023 Q4	$1.44M	Buy	28,775 +22,472	+357%	+$1.13M	﹤0.01%	2663
2023 Q3	$317K	Buy	+6,303	New	+$316K	﹤0.01%	3501

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

Envestnet Asset Management's XHLF Position: Q2 2026 in Review

Envestnet Asset Management increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 120% in Q2 2026, buying an estimated $1.37M and bringing the position to 49,771 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

Envestnet Asset Management first reported a position in XHLF in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.5M in Q2 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Envestnet Asset Management held 49,771 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $2.5M as of Q2 2026.
Envestnet Asset Management bought 27,167 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.37M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2996 holding.
Envestnet Asset Management first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Asset Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $17.5M in Q2 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.