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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
36,337
+959
+3% +$45.9K 0.04% 358
2025
Q1
$1.69M Buy
35,378
+6,308
+22% +$301K 0.05% 322
2024
Q4
$1.34M Buy
29,070
+4,204
+17% +$194K 0.04% 356
2024
Q3
$1.22M Buy
24,866
+1,709
+7% +$83.8K 0.03% 370
2024
Q2
$1.09M Buy
23,157
+2,538
+12% +$119K 0.03% 360
2024
Q1
$979K Buy
+20,619
New +$979K 0.03% 372