Kovitz Investment Group Partners’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-158,027	Closed	-$7.97M	–	1354
2025 Q3	$7.97M	Sell	158,027 -4,300	-3%	-$216K	0.03%	365
2025 Q2	$8.17M	Buy	162,327 +11,060	+7%	+$556K	0.03%	348
2025 Q1	$7.62M	Sell	151,267 -14,302	-9%	-$719K	0.04%	320
2024 Q4	$8.31M	Sell	165,569 -5,749	-3%	-$289K	0.04%	305
2024 Q3	$8.52M	Buy	+171,318	New	+$8.61M	0.06%	257

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

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

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

SoundView Advisors Olympia, Washington $307M AUM 20.33% 1-Year Est. Return

Kovitz Investment Group Partners's XHLF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q4 2025, closing a stake of 158,027 shares — an estimated $7.97M sold.

Kovitz Investment Group Partners first reported a position in XHLF in Q3 2024 and held it in 5 quarters. The position peaked at $8.52M in Q3 2024. 133 funds tracked by Wall St. Rank hold XHLF as of Q4 2025.

Kovitz Investment Group Partners reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 158,027 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q4 2025, an estimated $7.97M.
Kovitz Investment Group Partners first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $8.52M in Q3 2024.
133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.