Raymond James Financial
XHLF icon

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

Raymond James 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 		$231K Sell
4,597
-189
-4% -$9.5K ﹤0.01% 4967
2026
Q1 		$241K Sell
4,786
-1,720
-26% -$86.5K ﹤0.01% 4784
2025
Q4 		$327K Buy
6,506
+128
+2% +$6.44K ﹤0.01% 4516
2025
Q3 		$322K Sell
6,378
-627
-9% -$31.5K ﹤0.01% 4372
2025
Q2 		$353K Sell
7,005
-2,997
-30% -$151K ﹤0.01% 4205
2025
Q1 		$504K Buy
+10,002
New +$503K ﹤0.01% 3939

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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial's XHLF Position: Q2 2026 in Review

Raymond James Financial reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 3.9% in Q2 2026, selling an estimated $9.5K and leaving 4,597 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #4967.

Raymond James Financial first reported a position in XHLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $504K in Q1 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

  • Raymond James Financial held 4,597 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $231K as of Q2 2026.
  • Raymond James Financial sold 189 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $9.5K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4967 holding.
  • Raymond James Financial first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Raymond James Financial's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $504K 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.