FIA
Foundations Investment Advisors’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
4,270
-204
| -5% | -$10.3K | ﹤0.01% | 865 |
|
|
2025
Q1 | $225K | Sell |
4,474
-411
| -8% | -$20.7K | ﹤0.01% | 794 |
|
|
2024
Q4 | $245K | Sell |
4,885
-936
| -16% | -$47K | ﹤0.01% | 716 |
|
|
2024
Q3 | $294K | Sell |
5,821
-4,436
| -43% | -$224K | 0.01% | 637 |
|
|
2024
Q2 | $516K | Sell |
10,257
-2,538
| -20% | -$128K | 0.01% | 488 |
|
|
2024
Q1 | $644K | Buy |
+12,795
| New | +$644K | 0.02% | 414 |
|