Arete Wealth Advisors’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
-28,912
Closed -$1.46M 798
2024
Q3
$1.46M Sell
28,912
-31,484
-52% -$1.59M 0.13% 165
2024
Q2
$3.04M Buy
60,396
+1,181
+2% +$59.4K 0.25% 82
2024
Q1
$2.98M Buy
59,215
+19,399
+49% +$976K 0.28% 80
2023
Q4
$2M Buy
+39,816
New +$2M 0.15% 138