AWA
Amplius Wealth Advisors’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Sell |
80,240
-8,489
| -10% | -$421K | 0.37% | 42 |
|
|
2025
Q1 | $4.39M | Sell |
88,729
-952,448
| -91% | -$47.1M | 0.46% | 38 |
|
|
2024
Q4 | $51.1M | Sell |
1,041,177
-37,144
| -3% | -$1.82M | 5.24% | 3 |
|
|
2024
Q3 | $53.8M | Buy |
1,078,321
+196,158
| +22% | +$9.78M | 5.87% | 4 |
|
|
2024
Q2 | $43.2M | Buy |
882,163
+333,506
| +61% | +$16.3M | 4.81% | 4 |
|
|
2024
Q1 | $26.9M | Buy |
+548,657
| New | +$26.9M | 3.02% | 12 |
|