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 Q3	–	Sell	-4,105	Closed	-$206K	–	3866
2026 Q2	$206K	Buy	+4,105	New	+$206K	﹤0.01%	3498
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

Potomac Fund Management Miami, Florida $4.83B AUM 14.05% 1-Year Est. Return

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

a16z Perennial Management Menlo Park, California $74.2B AUM 12.91% 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

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 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

Stifel Financial's XHLF Position: Q3 2026 in Review

Stifel Financial sold out of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q3 2026, closing a stake of 4,105 shares — an estimated $206K sold.

Stifel Financial first reported a position in XHLF in Q2 2024 and held it in 7 quarters. The position peaked at $6.8M in Q3 2025. 118 funds tracked by Wall St. Rank hold XHLF as of Q3 2026.

Stifel Financial reported no remaining BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Stifel Financial sold 4,105 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2026, an estimated $206K.
Stifel Financial first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2024 and held it in 7 quarters.
Stifel Financial's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $6.8M in Q3 2025.
118 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.