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 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 $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

Envestnet Asset Management's XHLF Position: Q1 2026 in Review

Envestnet Asset Management reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 87% in Q1 2026, selling an estimated $7.47M and leaving 22,604 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3388.

Envestnet Asset Management first reported a position in XHLF in Q3 2023 and has held it in 11 quarters since. The position peaked at $17.5M in Q2 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Envestnet Asset Management held 22,604 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.14M as of Q1 2026.
Envestnet Asset Management sold 148,560 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $7.47M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3388 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 11 quarters since.
Envestnet Asset Management's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $17.5M in Q2 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.