Warren Street Wealth Advisors’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
$5.28M Buy
104,827
+11,905
+13% +$599K 1.74% 13
2025
Q1
$4.68M Buy
92,922
+8,950
+11% +$451K 1.82% 12
2024
Q4
$4.21M Sell
83,972
-632
-0.7% -$31.7K 1.73% 14
2024
Q3
$4.27M Buy
84,604
+40,979
+94% +$2.07M 1.76% 14
2024
Q2
$2.19M Buy
43,625
+12,360
+40% +$621K 1.09% 18
2024
Q1
$1.57M Buy
31,265
+12,083
+63% +$608K 0.78% 23
2023
Q4
$963K Buy
19,182
+15,118
+372% +$759K 0.55% 28
2023
Q3
$204K Buy
+4,064
New +$204K 0.14% 78