Mowery & Schoenfeld Wealth Management’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
Q4
Sell
-468
Closed -$23.6K 518
2024
Q3
$23.6K Buy
+468
New +$23.6K 0.04% 145
2024
Q1
Sell
-5,254
Closed -$264K 186
2023
Q4
$264K Buy
+5,254
New +$264K 0.53% 25