Brown Financial Advisors’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Sell
44,063
-462
-1% -$23K 0.86% 38
2025
Q1
$2.21M Buy
44,525
+8,266
+23% +$409K 0.91% 38
2024
Q4
$1.77M Sell
36,259
-26,274
-42% -$1.28M 0.71% 42
2024
Q3
$3.13M Buy
62,533
+31,533
+102% +$1.58M 1.29% 24
2024
Q2
$1.51M Buy
+31,000
New +$1.51M 0.67% 48