AE Wealth Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
24,342
+21,600
| +788% | +$1.09M | 0.01% | 673 |
|
|
2025
Q1 | $138K | Sell |
2,742
-3,949
| -59% | -$199K | ﹤0.01% | 1366 |
|
|
2024
Q4 | $336K | Buy |
+6,691
| New | +$336K | ﹤0.01% | 1051 |
|
|
2024
Q1 | – | Sell |
-1,516,146
| Closed | -$76.3M | – | 2018 |
|
|
2023
Q4 | $76.3M | Buy |
1,516,146
+344,458
| +29% | +$17.3M | 0.39% | 41 |
|
|
2023
Q3 | $58.9M | Buy |
+1,171,688
| New | +$58.9M | 0.35% | 50 |
|