FirstPurpose Wealth’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
2024
Q1
$1.78M Sell
35,474
-649
-2% -$32.5K 0.65% 23
2023
Q4
$1.81M Sell
36,123
-15,092
-29% -$758K 0.69% 25
2023
Q3
$2.57M Buy
51,215
+5,414
+12% +$272K 1.11% 19
2023
Q2
$2.3M Buy
+45,801
New +$2.3M 0.98% 20