Wealthcare Advisory Partners’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
35,256
+1,127
+3% +$55.6K 0.04% 357
2025
Q1
$1.68M Buy
34,129
+6,357
+23% +$312K 0.04% 326
2024
Q4
$1.33M Buy
27,772
+3,581
+15% +$172K 0.04% 362
2024
Q3
$1.21M Buy
24,191
+1,611
+7% +$80.5K 0.03% 374
2024
Q2
$1.09M Buy
22,580
+3,201
+17% +$154K 0.03% 359
2024
Q1
$940K Buy
+19,379
New +$940K 0.03% 383