Kovitz Investment Group Partners
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.17M Buy
162,327
+11,060
+7% +$557K 0.03% 348
2025
Q1 		$7.62M Sell
151,267
-14,302
-9% -$720K 0.04% 320
2024
Q4 		$8.31M Sell
165,569
-5,749
-3% -$288K 0.04% 305
2024
Q3 		$8.52M Buy
+171,318
New +$8.52M 0.06% 257