AWM
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Axxcess Wealth Management’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Axxcess Wealth Management’s Portfolio XSVN Stock Details XSVN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,367
Closed -$214K – 946
2024
Q3 		$214K Sell
4,367
-233
-5% -$11.4K 0.01% 819
2024
Q2 		$216K Sell
4,600
-43
-0.9% -$2.02K 0.01% 767
2024
Q1 		$220K Buy
+4,643
New +$220K 0.01% 782