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
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 $2.88B AUM 15.75% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 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 $2.24B AUM 16.9% 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

Raymond James Financial's XHLF Position: Q1 2026 in Review

Raymond James Financial reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 26% in Q1 2026, selling an estimated $86.5K and leaving 4,786 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #4784.

Raymond James Financial first reported a position in XHLF in Q1 2025 and has held it in 5 quarters since. The position peaked at $504K in Q1 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

  • Raymond James Financial held 4,786 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $241K as of Q1 2026.
  • Raymond James Financial sold 1,720 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $86.5K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4784 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 5 quarters since.
  • Raymond James Financial's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $504K in Q1 2025.
  • 123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.