AE Wealth Management’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.92M | Buy |
144,609
+23,719
| +20% | +$1.14M | 0.05% | 307 |
|
|
2025
Q1 | $5.77M | Buy |
120,890
+27,519
| +29% | +$1.31M | 0.05% | 317 |
|
|
2024
Q4 | $4.32M | Buy |
93,371
+79,518
| +574% | +$3.68M | 0.04% | 366 |
|
|
2024
Q3 | $680K | Sell |
13,853
-818
| -6% | -$40.1K | 0.01% | 804 |
|
|
2024
Q2 | $690K | Buy |
14,671
+609
| +4% | +$28.6K | 0.01% | 795 |
|
|
2024
Q1 | $668K | Buy |
+14,062
| New | +$668K | 0.01% | 754 |
|