Sowell Financial Services’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 | $420K | Hold |
8,352
| – | – | 0.02% | 664 |
|
2025
Q1 | $421K | Buy |
+8,352
| New | +$421K | 0.02% | 635 |
|
2024
Q4 | – | Sell |
-10,643
| Closed | -$537K | – | 620 |
|
2024
Q3 | $537K | Sell |
10,643
-1,550
| -13% | -$78.2K | 0.02% | 429 |
|
2024
Q2 | $613K | Buy |
12,193
+140
| +1% | +$7.04K | 0.03% | 409 |
|
2024
Q1 | $606K | Buy |
12,053
+1,198
| +11% | +$60.2K | 0.03% | 425 |
|
2023
Q4 | $547K | Sell |
10,855
-1,301
| -11% | -$65.6K | 0.03% | 420 |
|
2023
Q3 | $611K | Buy |
+12,156
| New | +$611K | 0.04% | 375 |
|