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Polaris Wealth Advisory Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Polaris Wealth Advisory Group’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
2023
Q3 		$1.17M Sell
23,232
-4,838
-17% -$243K 0.09% 113
2023
Q2 		$1.41M Buy
28,070
+3,437
+14% +$172K 0.11% 103
2023
Q1 		$1.24M Buy
+24,633
New +$1.24M 0.09% 112

Other funds holding XHLF

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Polaris Wealth Advisory Group's XHLF Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 17% in Q3 2023, selling an estimated $243K and leaving 23,232 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #113.

Polaris Wealth Advisory Group first reported a position in XHLF in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.41M in Q2 2023. 69 funds tracked by Wall St. Rank hold XHLF as of Q3 2023.

  • Polaris Wealth Advisory Group held 23,232 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.17M as of Q3 2023.
  • Polaris Wealth Advisory Group sold 4,838 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2023, an estimated $243K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.09% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #113 holding.
  • Polaris Wealth Advisory Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2023 and has held it in 3 quarters since.
  • Polaris Wealth Advisory Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.41M in Q2 2023.
  • 69 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.