B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+4,030
| New | +$203K | 0.01% | 867 |
|
|
2024
Q4 | $644K | Sell |
12,794
-3,495
| -21% | -$176K | 0.02% | 602 |
|
|
2024
Q3 | $822K | Sell |
16,289
-4,447
| -21% | -$224K | 0.02% | 556 |
|
|
2024
Q2 | $1.04M | Sell |
20,736
-2,130
| -9% | -$107K | 0.03% | 520 |
|
|
2024
Q1 | $1.15M | Hold |
22,866
| – | – | 0.03% | 483 |
|
|
2023
Q4 | $1.15M | Hold |
22,866
| – | – | 0.03% | 484 |
|
|
2023
Q3 | $1.15M | Sell |
22,866
-2,524
| -10% | -$127K | 0.03% | 483 |
|
|
2023
Q2 | $1.28M | Buy |
25,390
+1,102
| +5% | +$55.3K | 0.03% | 492 |
|
|
2023
Q1 | $1.22M | Buy |
+24,288
| New | +$1.22M | 0.03% | 481 |
|