DWM
Diversify 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 | $6.26M | Buy |
124,570
+8,183
| +7% | +$411K | 0.39% | 63 |
|
|
2025
Q1 | $5.86M | Sell |
116,387
-1,726
| -1% | -$86.9K | 0.44% | 55 |
|
|
2024
Q4 | $5.93M | Sell |
118,113
-44,920
| -28% | -$2.26M | 0.46% | 52 |
|
|
2024
Q3 | $8.2M | Buy |
163,033
+109,160
| +203% | +$5.49M | 0.79% | 24 |
|
|
2024
Q2 | $2.71M | Buy |
+53,873
| New | +$2.71M | 0.34% | 73 |
|