GWANC
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Guardian Wealth Advisors (North Carolina)’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$3.94M Sell
78,245
-36,090
-32% -$1.82M 0.25% 61
2025
Q4 		$5.75M Sell
114,335
-37,957
-25% -$1.91M 0.36% 47
2025
Q3 		$7.68M Sell
152,292
-32,249
-17% -$1.62M 0.5% 37
2025
Q2 		$9.29M Sell
184,541
-10,657
-5% -$536K 0.65% 33
2025
Q1 		$9.83M Sell
195,198
-17,370
-8% -$873K 0.79% 28
2024
Q4 		$10.7M Sell
212,568
-411,715
-66% -$20.7M 0.85% 27
2024
Q3 		$31.5M Sell
624,283
-5,635
-0.9% -$283K 3.41% 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% -$2.42M 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% +$4.6M 2.26% 11
2023
Q2 		$8.66M Buy
+172,510
New +$8.66M 1.48% 16

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
Bank of Montreal Toronto, Ontario, Canada $245B 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 $2.07B AUM 16.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return