CreativeOne Wealth’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,179
Closed -$352K 1117
2024
Q3
$352K Buy
7,179
+1,507
+27% +$73.9K 0.01% 736
2024
Q2
$267K Sell
5,672
-1,732
-23% -$81.5K 0.01% 649
2024
Q1
$352K Buy
+7,404
New +$352K 0.01% 675