Belpointe Asset Management’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
6,507
+276
| +4% | +$13.6K | 0.01% | 735 |
|
|
2025
Q1 | $306K | Sell |
6,231
-34
| -0.5% | -$1.67K | 0.02% | 723 |
|
|
2024
Q4 | $311K | Sell |
6,265
-3,975
| -39% | -$197K | 0.02% | 642 |
|
|
2024
Q3 | $512K | Buy |
10,240
+4,177
| +69% | +$209K | 0.03% | 496 |
|
|
2024
Q2 | $292K | Sell |
6,063
-668
| -10% | -$32.2K | 0.02% | 594 |
|
|
2024
Q1 | $326K | Buy |
6,731
+1,093
| +19% | +$53K | 0.02% | 557 |
|
|
2023
Q4 | $277K | Buy |
+5,638
| New | +$277K | 0.02% | 549 |
|