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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.2M Sell
24,154
-199,283
-89% -$9.9M 0.09% 112
2023
Q2 		$11.1M Buy
223,437
+198,682
+803% +$9.89M 0.84% 42
2023
Q1 		$1.24M Buy
+24,755
New +$1.23M 0.09% 113

Other funds holding XONE

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Polaris Wealth Advisory Group reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 89% in Q3 2023, selling an estimated $9.9M and leaving 24,154 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #112.

Polaris Wealth Advisory Group first reported a position in XONE in Q1 2023 and has held it in 3 quarters since. The position peaked at $11.1M in Q2 2023. 45 funds tracked by Wall St. Rank hold XONE as of Q3 2023.

  • Polaris Wealth Advisory Group held 24,154 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $1.2M as of Q3 2023.
  • Polaris Wealth Advisory Group sold 199,283 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2023, an estimated $9.9M.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.09% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #112 holding.
  • Polaris Wealth Advisory Group first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2023 and has held it in 3 quarters since.
  • Polaris Wealth Advisory Group's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $11.1M in Q2 2023.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year 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.