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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
Q2 		– Sell
-24,000
Closed -$1.2M – 1146
2026
Q1 		$1.2M Buy
+24,000
New +$1.21M 0.06% 308

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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Kovack Advisors's XHLF Position: Q2 2026 in Review

Kovack Advisors sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026, closing a stake of 24,000 shares — an estimated $1.2M sold.

Kovack Advisors first reported a position in XHLF in Q1 2026 and held it in 1 quarter. The position peaked at $1.2M in Q1 2026. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Kovack Advisors reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Kovack Advisors sold 24,000 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.2M.
  • Kovack Advisors first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Kovack Advisors's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.2M 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 Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.