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

Stifel 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	–	Sell	-4,509	Closed	-$227K	–	3756
2025 Q4	$227K	Sell	4,509 -130,410	-97%	-$6.56M	﹤0.01%	3318
2025 Q3	$6.8M	Buy	134,919 +14,933	+12%	+$751K	0.01%	1136
2025 Q2	$6.04M	Buy	+119,986	New	+$6.03M	0.01%	1146
2025 Q1	–	Sell	-8,138	Closed	-$408K	–	3559
2024 Q4	$408K	Hold	8,138	–	–	﹤0.01%	2795
2024 Q3	$410K	Sell	8,138 -6,572	-45%	-$330K	﹤0.01%	2792
2024 Q2	$740K	Buy	+14,710	New	+$738K	﹤0.01%	2370

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

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 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

Stifel Financial's XHLF Position: Q1 2026 in Review

Stifel Financial sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q1 2026, closing a stake of 4,509 shares — an estimated $227K sold.

Stifel Financial first reported a position in XHLF in Q2 2024 and held it in 6 quarters. The position peaked at $6.8M in Q3 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

Stifel Financial reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Stifel Financial sold 4,509 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $227K.
Stifel Financial first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2024 and held it in 6 quarters.
Stifel Financial's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $6.8M in Q3 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.