MML Investors Services’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

MML Investors Services’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	$4.63M	Sell	91,985 -10,810	-11%	-$543K	0.01%	1035
2026 Q1	$5.17M	Sell	102,795 -53,909	-34%	-$2.71M	0.01%	801
2025 Q4	$7.87M	Sell	156,704 -46,003	-23%	-$2.31M	0.02%	669
2025 Q3	$10.2M	Buy	202,707 +650	+0.3%	+$32.7K	0.03%	541
2025 Q2	$10.2M	Sell	202,057 -28,445	-12%	-$1.43M	0.03%	518
2025 Q1	$11.6M	Buy	230,502 +19,165	+9%	+$963K	0.04%	426
2024 Q4	$10.6M	Buy	211,337 +157,446	+292%	+$7.91M	0.04%	431
2024 Q3	$2.72M	Sell	53,891 -1,792	-3%	-$90.1K	0.01%	936
2024 Q2	$2.8M	Buy	55,683 +2,784	+5%	+$140K	0.01%	888
2024 Q1	$2.66M	Buy	52,899 +29,835	+129%	+$1.5M	0.01%	914
2023 Q4	$1.16M	Buy	+23,064	New	+$1.16M	0.01%	1262

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

MML Investors Services's XHLF Position: Q2 2026 in Review

MML Investors Services reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 11% in Q2 2026, selling an estimated $543K and leaving 91,985 shares worth $4.63M. The position accounts for 0.01% of the portfolio, ranked #1035.

MML Investors Services first reported a position in XHLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q1 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

MML Investors Services held 91,985 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $4.63M as of Q2 2026.
MML Investors Services sold 10,810 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $543K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1035 holding.
MML Investors Services first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
MML Investors Services's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $11.6M in Q1 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.