Financial Network Wealth Advisors’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Buy
9,982
+478
+5% +$24.1K 0.61% 31
2025
Q1
$479K Buy
9,504
+3,622
+62% +$182K 0.63% 31
2024
Q4
$295K Buy
+5,882
New +$295K 0.55% 35
2024
Q3
Sell
-36,870
Closed -$1.85M 1009
2024
Q2
$1.85M Sell
36,870
-2,024
-5% -$102K 1.39% 11
2024
Q1
$1.96M Buy
38,894
+4
+0% +$201 1.95% 8
2023
Q4
$1.95M Buy
+38,890
New +$1.95M 2.08% 9