Guardian Wealth Advisors (North Carolina)’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.29M | Sell |
184,541
-10,657
| -5% | -$536K | 0.65% | 33 |
|
|
2025
Q1 | $9.83M | Sell |
195,198
-17,370
| -8% | -$875K | 0.79% | 28 |
|
|
2024
Q4 | $10.7M | Sell |
212,568
-411,715
| -66% | -$20.7M | 0.84% | 26 |
|
|
2024
Q3 | $31.5M | Sell |
624,283
-5,635
| -0.9% | -$284K | 3.34% | 8 |
|
|
2024
Q2 | $31.7M | Sell |
629,918
-40,772
| -6% | -$2.05M | 3.7% | 7 |
|
|
2024
Q1 | $33.7M | Sell |
670,690
-48,210
| -7% | -$2.43M | 4.13% | 6 |
|
|
2023
Q4 | $36.1M | Buy |
718,900
+454,650
| +172% | +$22.8M | 5.48% | 5 |
|
|
2023
Q3 | $13.3M | Buy |
264,250
+91,740
| +53% | +$4.61M | 2.26% | 11 |
|
|
2023
Q2 | $8.66M | Buy |
+172,510
| New | +$8.66M | 1.48% | 16 |
|