BWM
BlackDiamond Wealth Management’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
9,216
-5
| -0.1% | -$251 | 0.27% | 69 |
|
|
2025
Q1 | $463K | Buy |
9,221
+66
| +0.7% | +$3.32K | 0.31% | 60 |
|
|
2024
Q4 | $459K | Sell |
9,155
-8,459
| -48% | -$424K | 0.27% | 81 |
|
|
2024
Q3 | $885K | Sell |
17,614
-32,878
| -65% | -$1.65M | 0.53% | 47 |
|
|
2024
Q2 | $2.54M | Buy |
50,492
+9,871
| +24% | +$496K | 1.67% | 16 |
|
|
2024
Q1 | $2.04M | Sell |
40,621
-1,601
| -4% | -$80.5K | 1.46% | 22 |
|
|
2023
Q4 | $2.12M | Sell |
42,222
-1,833
| -4% | -$91.9K | 1.56% | 18 |
|
|
2023
Q3 | $2.22M | Buy |
44,055
+11,736
| +36% | +$590K | 2% | 13 |
|
|
2023
Q2 | $1.62M | Buy |
+32,319
| New | +$1.62M | 1.37% | 19 |
|