Janney Montgomery Scott’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Janney Montgomery Scott’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	$3.75M	Buy	74,402 +16,878	+29%	+$849K	0.01%	989
2025 Q4	$2.89M	Buy	57,524 +18,639	+48%	+$938K	0.01%	1163
2025 Q3	$1.96M	Buy	38,885 +7,775	+25%	+$391K	﹤0.01%	1324
2025 Q2	$1.57M	Buy	31,110 +195	+0.6%	+$9.8K	﹤0.01%	1328
2025 Q1	$1.56M	Sell	30,915 -4,711	-13%	-$237K	﹤0.01%	1281
2024 Q4	$1.79M	Buy	35,626 +3,563	+11%	+$179K	0.01%	1211
2024 Q3	$1.62M	Buy	+32,063	New	+$1.61M	﹤0.01%	1262

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

Janney Montgomery Scott's XHLF Position: Q1 2026 in Review

Janney Montgomery Scott increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 29% in Q1 2026, buying an estimated $849K and bringing the position to 74,402 shares worth $3.75M. The position accounts for 0.01% of the portfolio, ranked #989.

Janney Montgomery Scott first reported a position in XHLF in Q3 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Janney Montgomery Scott held 74,402 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $3.75M as of Q1 2026.
Janney Montgomery Scott bought 16,878 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $849K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #989 holding.
Janney Montgomery Scott first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.