PWAG
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Polaris Wealth Advisory Group’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Polaris Wealth Advisory Group’s Portfolio XONE Stock Details XONE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.2M Sell
24,154
-199,283
-89% -$9.91M 0.09% 112
2023
Q2 		$11.1M Buy
223,437
+198,682
+803% +$9.87M 0.84% 42
2023
Q1 		$1.24M Buy
+24,755
New +$1.24M 0.09% 113