PWAG
XHLF icon

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

Quarter Market Value Status Shares Shares
Change %
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% +$173K 0.11% 103
2023
Q1
$1.24M Buy
+24,633
New +$1.24M 0.09% 112