LPL Financial’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

LPL Financial’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	$846K	Sell	16,810 -8,467	-33%	-$425K	﹤0.01%	4559
2026 Q1	$1.27M	Buy	25,277 +4,722	+23%	+$237K	﹤0.01%	3947
2025 Q4	$1.03M	Buy	20,555 +5,732	+39%	+$288K	﹤0.01%	4045
2025 Q3	$747K	Buy	14,823 +7,183	+94%	+$361K	﹤0.01%	4285
2025 Q2	$385K	Buy	7,640 +2,135	+39%	+$107K	﹤0.01%	4594
2025 Q1	$277K	Buy	+5,505	New	+$277K	﹤0.01%	4636
2024 Q4	–	Sell	-6,559	Closed	-$331K	–	5449
2024 Q3	$331K	Sell	6,559 -5,309	-45%	-$267K	﹤0.01%	4348
2024 Q2	$597K	Buy	11,868 +3,697	+45%	+$185K	﹤0.01%	3716
2024 Q1	$411K	Buy	+8,171	New	+$410K	﹤0.01%	3935

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

LPL Financial's XHLF Position: Q2 2026 in Review

LPL Financial reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 33% in Q2 2026, selling an estimated $425K and leaving 16,810 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #4559.

LPL Financial first reported a position in XHLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q1 2026. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

LPL Financial held 16,810 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $846K as of Q2 2026.
LPL Financial sold 8,467 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $425K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4559 holding.
LPL Financial first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2024 and has held it in 9 quarters since.
LPL Financial's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.27M 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.