LPL Financial
XHLF icon

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
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 $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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
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
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