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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$642K Buy
2025
Q2
$640K Sell
2025
Q1
$737K Sell
2024
Q4
$737K Sell
2024
Q3
$1M Sell
2024
Q2
$9.33M Sell
2024
Q1
$11.3M Buy