Palo Alto Wealth Advisors, LLC Bondbloxx ETF Tr Bloomberg 6 M Transaction History

Palo Alto Wealth Advisors, LLC

  • $264 Billion
  • Q2 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Bondbloxx ETF Tr Bloomberg 6 M stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 4,485 shares of XHLF stock, worth $0. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,485
Previous 6,865 34.67%
Holding current value
$0
Previous $345 Million 34.53%
% of portfolio
0.09%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-2,380 Reduced 34.67%
4,485 $226 Million
Q1 2025

May 15, 2025
SELL
N/A
-10,300 Reduced 60.01%
6,865 $345 Million
Q4 2024

Feb 14, 2025
BUY
N/A
10,680 Added 164.69%
17,165 $865 Million
Q3 2024

Nov 06, 2024
BUY
N/A
6,485 New
6,485 $326 Million

Others Institutions Holding XHLF

# of Institutions
141
Shares Held
28.9M
Call Options Held
0
Put Options Held
0
View Full List

About BONDBLOXX ETF TR BLOOMBERG 6 M

XHLF Quotes by TradingView
  • Ticker XHLF
More about XHLF
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