RWA Wealth Partners’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
$251K Sell
4,980
-281
-5% -$14.1K ﹤0.01% 543
2025
Q1
$265K Sell
5,261
-2,764
-34% -$139K ﹤0.01% 497
2024
Q4
$403K Sell
8,025
-5,918
-42% -$297K 0.01% 442
2024
Q3
$703K Buy
13,943
+5,389
+63% +$272K 0.01% 367
2024
Q2
$430K Sell
8,554
-1,064
-11% -$53.5K 0.01% 407
2024
Q1
$484K Sell
9,618
-19,304
-67% -$971K 0.01% 397
2023
Q4
$1.45M Buy
+28,922
New +$1.45M 0.02% 254