Avior 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
Q1
Sell
-1,896
Closed -$95.1K 2371
2024
Q4
$95.1K Sell
1,896
-300
-14% -$15.1K ﹤0.01% 918
2024
Q3
$111K Buy
2,196
+1,264
+136% +$63.8K ﹤0.01% 853
2024
Q2
$46.9K Sell
932
-91
-9% -$4.58K ﹤0.01% 1114
2024
Q1
$51.5K Buy
+1,023
New +$51.5K ﹤0.01% 1222