Brown Financial Advisors’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	$3.57M	Sell	72,359 -1,534	-2%	-$75.7K	1.39%	19
2025 Q1	$3.63M	Buy	73,893 +6,307	+9%	+$310K	1.5%	18
2024 Q4	$3.24M	Buy	67,586 +25,852	+62%	+$1.24M	1.3%	22
2024 Q3	$2.09M	Sell	41,734 -10,629	-20%	-$531K	0.86%	35
2024 Q2	$2.53M	Buy	+52,363	New	+$2.53M	1.13%	24