WealthPlan Investment Management’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	$472K	Buy	9,564 +9	+0.1%	+$444	0.03%	242
2025 Q1	$469K	Buy	+9,555	New	+$469K	0.05%	179