GeoWealth Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,208	Closed	-$806K	–	1298
2025 Q1	$806K	Buy	16,208 +6,710	+71%	+$334K	0.03%	317
2024 Q4	$471K	Buy	+9,498	New	+$471K	0.02%	484