HighTower Advisors’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

HighTower Advisors’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	$321K	Buy	+6,387	New	+$321K	﹤0.01%	3111
2025 Q4	–	Sell	-25,701	Closed	-$1.3M	–	4007
2025 Q3	$1.3M	Buy	25,701 +3,516	+16%	+$177K	﹤0.01%	1917
2025 Q2	$1.12M	Buy	22,185 +16,921	+321%	+$850K	﹤0.01%	1944
2025 Q1	$265K	Sell	5,264 -4,198	-44%	-$211K	﹤0.01%	2968
2024 Q4	$475K	Buy	+9,462	New	+$476K	﹤0.01%	2513
2024 Q1	–	Sell	-11,538	Closed	-$575K	–	4060
2023 Q4	$575K	Sell	11,538 -362,617	-97%	-$18.2M	﹤0.01%	2220
2023 Q3	$18.8M	Buy	374,155 +16,785	+5%	+$842K	0.04%	468
2023 Q2	$17.9M	Buy	357,370 +25,380	+8%	+$1.27M	0.04%	466
2023 Q1	$16.7M	Buy	331,990 +229,550	+224%	+$11.5M	0.04%	458
2022 Q4	$5.13M	Buy	+102,440	New	+$5.13M	0.01%	843

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

HighTower Advisors's XHLF Position: Q1 2026 in Review

HighTower Advisors opened a new position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2026: 6,387 shares worth $321K. The stake represents ﹤0.01% of the portfolio and ranks #3111 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in XHLF as recently as Q3 2025.

HighTower Advisors first reported a position in XHLF in Q4 2022 and has held it in 10 quarters since. The position peaked at $18.8M in Q3 2023. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

HighTower Advisors held 6,387 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $321K as of Q1 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF was a new HighTower Advisors position in Q1 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3111 holding.
HighTower Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2022 and has held it in 10 quarters since.
HighTower Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $18.8M in Q3 2023.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.