WealthPlan Investment Management’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $428K | Buy |
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|
2025
Q2 | $425K | Buy |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $409K | Sell |
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|
2024
Q3 | $656K | Sell |
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|
2024
Q2 | $6.64M | Buy |
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|
2024
Q1 | $6.45M | Buy |
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|
2023
Q4 | $4.32M | Buy |
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|
2023
Q3 | $2.62M | Buy |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $2.22M | Sell |
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|
2022
Q4 | $5.56M | Buy |
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