Executive Wealth Management’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
$7.79M Buy
168,320
+4,396
+3% +$203K 0.61% 54
2024
Q3
$8.04M Buy
163,924
+3,288
+2% +$161K 0.63% 50
2024
Q2
$7.55M Buy
+160,636
New +$7.55M 1.38% 23