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 Q3	$1.11M	Buy	21,998 +5,188	+31%	+$261K	﹤0.01%	4417
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

Q3 Asset Management Birmingham, Michigan $553M AUM 20.11% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

LPL Financial's XHLF Position: Q3 2026 in Review

LPL Financial increased its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 31% in Q3 2026, buying an estimated $261K and bringing the position to 21,998 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #4417.

LPL Financial first reported a position in XHLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.27M in Q1 2026. 84 funds tracked by Wall St. Rank hold XHLF as of Q3 2026.

LPL Financial held 21,998 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.11M as of Q3 2026.
LPL Financial bought 5,188 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2026, an estimated $261K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4417 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 10 quarters since.
LPL Financial's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.27M in Q1 2026.
84 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.