WealthPlan Investment Management’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 | $640K | Sell |
12,716
-1,927
| -13% | -$97K | 0.05% | 216 |
|
|
2025
Q1 | $737K | Sell |
14,643
-47
| -0.3% | -$2.37K | 0.07% | 149 |
|
|
2024
Q4 | $737K | Sell |
14,690
-5,203
| -26% | -$261K | 0.07% | 142 |
|
|
2024
Q3 | $1M | Sell |
19,893
-165,633
| -89% | -$8.35M | 0.1% | 128 |
|
|
2024
Q2 | $9.33M | Sell |
185,526
-38,167
| -17% | -$1.92M | 1.41% | 22 |
|
|
2024
Q1 | $11.3M | Buy |
+223,693
| New | +$11.3M | 1.72% | 13 |
|