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Bondbloxx Etf Trust shares owned by Polaris Wealth Advisers

Quarter-by-quarter ownership of Bondbloxx Etf Trust (XONE) shares owned by Polaris Wealth Advisers from 13F filings

Historical chart of Polaris Wealth Advisers investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bondbloxx Etf Trust by Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 24k 49.73
2023-06-30 $11M 223k 49.68
2023-03-31 $1.2M 25k 50.04

More positions owned by Polaris Wealth Advisers

Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Anthem (ELV)
Wal-Mart Stores (WMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Polaris Wealth Advisers

Top funds holding Bondbloxx Etf Trust

Municipal Employees' Retirement System of Michigan
AE Wealth Management
Stifel Financial
Executive Wealth Management
Benjamin Edwards
Orion Portfolio Solutions
HighTower Advisors
3EDGE Asset Management
Bank of America Corporation
Access Financial Services
Astor Investment Management
Townsquare Capital
CWM
Pasadena Private Wealth
H D Vest Advisory Services

View all funds holding Bondbloxx Etf Trust