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 Q2	$3.16M	Sell	62,893 -11,509	-15%	-$578K	0.01%	1228
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 $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

Janney Montgomery Scott's XHLF Position: Q2 2026 in Review

Janney Montgomery Scott reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 15% in Q2 2026, selling an estimated $578K and leaving 62,893 shares worth $3.16M. The position accounts for 0.01% of the portfolio, ranked #1228.

Janney Montgomery Scott first reported a position in XHLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.75M in Q1 2026. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Janney Montgomery Scott held 62,893 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $3.16M as of Q2 2026.
Janney Montgomery Scott sold 11,509 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $578K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1228 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 8 quarters since.
Janney Montgomery Scott's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $3.75M in Q1 2026.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.