Middleton & Co’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 | $403K | Hold |
8,000
| – | – | 0.05% | 125 |
|
|
2025
Q1 | $403K | Buy |
8,000
+2,700
| +51% | +$136K | 0.05% | 119 |
|
|
2024
Q4 | $266K | Hold |
5,300
| – | – | 0.03% | 138 |
|
|
2024
Q3 | $267K | Hold |
5,300
| – | – | 0.03% | 142 |
|
|
2024
Q2 | $266K | Sell |
5,300
-50,788
| -91% | -$2.55M | 0.03% | 142 |
|
|
2024
Q1 | $2.82M | Buy |
56,088
+52,088
| +1,302% | +$2.62M | 0.33% | 67 |
|
|
2023
Q4 | $201K | Hold |
4,000
| – | – | 0.03% | 157 |
|
|
2023
Q3 | $201K | Buy |
+4,000
| New | +$201K | 0.03% | 147 |
|