DWM
Diversify Wealth Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Buy |
13,465
+2,021
| +18% | +$100K | 0.04% | 328 |
|
|
2025
Q1 | $569K | Buy |
11,444
+2,184
| +24% | +$109K | 0.04% | 333 |
|
|
2024
Q4 | $459K | Sell |
9,260
-29
| -0.3% | -$1.44K | 0.04% | 360 |
|
|
2024
Q3 | $462K | Buy |
9,289
+4,497
| +94% | +$224K | 0.04% | 330 |
|
|
2024
Q2 | $238K | Buy |
+4,792
| New | +$238K | 0.03% | 391 |
|