Laurel Wealth Advisors (North Carolina)’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
$130M Buy
6,558,296
+6,438,526
+5,376% +$128M 1.87% 16
2025
Q1
$6.03M Buy
119,770
+6,070
+5% +$306K 0.94% 29
2024
Q4
$5.71M Buy
113,700
+12,865
+13% +$646K 0.89% 29
2024
Q3
$5.09M Buy
100,835
+20,874
+26% +$1.05M 0.81% 33
2024
Q2
$4.02M Buy
+79,961
New +$4.02M 0.7% 37