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 |
|