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 Q2	–	Sell	-6,387	Closed	-$321K	–	4036
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 $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

HighTower Advisors's XHLF Position: Q2 2026 in Review

HighTower Advisors sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026, closing a stake of 6,387 shares — an estimated $321K sold.

HighTower Advisors first reported a position in XHLF in Q4 2022 and held it in 10 quarters. The position peaked at $18.8M in Q3 2023. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

HighTower Advisors reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
HighTower Advisors sold 6,387 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $321K.
HighTower Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2022 and held it in 10 quarters.
HighTower Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $18.8M in Q3 2023.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.