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Bondbloxx Etf Trust shares owned by Palo Alto Wealth Advisors

Quarter-by-quarter ownership of Bondbloxx Etf Trust (XHLF) shares owned by Palo Alto Wealth Advisors from 13F filings

Historical chart of Palo Alto Wealth Advisors investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Bondbloxx Etf Trust held by Palo Alto Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bondbloxx Etf Trust by Palo Alto Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 4.5k 50.27
2025-06-30 $226k 4.5k 50.34
2025-03-31 $345k 6.9k 50.24
2024-12-31 $865k 17k 50.37
2024-09-30 $326k 6.5k 50.30

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View all positions for Palo Alto Wealth Advisors

Top funds holding Bondbloxx Etf Trust

Potomac Fund Management
Q3 Asset Management
Carrera Capital Advisors
Pineridge Advisors
Tanager Wealth Management
Total Investment Management
a16z Perennial Management
3EDGE Asset Management
JDM Financial Group
Bank Of Montreal
Municipal Employees' Retirement System of Michigan
Pasadena Private Wealth
Morgan Stanley
Envestnet Asset Management
Blume Capital Management

View all funds holding Bondbloxx Etf Trust