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 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

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

Stifel Financial's XHLF Position: Q2 2026 in Review

Stifel Financial opened a new position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) in Q2 2026: 4,105 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #3498 among its holdings. This is a return to the name: Stifel Financial previously reported a position in XHLF as recently as Q4 2025.

Stifel Financial first reported a position in XHLF in Q2 2024 and has held it in 7 quarters since. The position peaked at $6.8M in Q3 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Stifel Financial held 4,105 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $206K as of Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF was a new Stifel Financial position in Q2 2026.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3498 holding.
Stifel Financial first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2024 and has held it in 7 quarters since.
Stifel Financial's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $6.8M in Q3 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.