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

Kovack 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	$1.2M	Buy	+24,000	New	+$1.21M	0.06%	308

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

Kovack Advisors's XHLF Position: Q1 2026 in Review

Kovack Advisors opened a new position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2026: 24,000 shares worth $1.2M. The stake represents 0.06% of the portfolio and ranks #308 among its holdings.

123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Kovack Advisors held 24,000 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.2M as of Q1 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF was a new Kovack Advisors position in Q1 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.06% of Kovack Advisors's portfolio in Q1 2026, its #308 holding.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

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