Alliance Wealth Advisors (Utah)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-59,504
| Closed | -$3M | – | 271 |
|
|
2024
Q3 | $3M | Sell |
59,504
-45,613
| -43% | -$2.3M | 0.79% | 48 |
|
|
2024
Q2 | $5.29M | Buy |
105,117
+10,503
| +11% | +$528K | 1.55% | 8 |
|
|
2024
Q1 | $4.76M | Buy |
94,614
+34,583
| +58% | +$1.74M | 1.42% | 11 |
|
|
2023
Q4 | $3.01M | Sell |
60,031
-83,199
| -58% | -$4.18M | 1.01% | 26 |
|
|
2023
Q3 | $7.2M | Buy |
143,230
+14,179
| +11% | +$713K | 2.67% | 4 |
|
|
2023
Q2 | $6.48M | Buy |
+129,051
| New | +$6.48M | 2.41% | 4 |
|