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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
8,873
+182
| +2% | +$8.71K | 0.03% | 255 |
|
|
2025
Q1 | $415K | Sell |
8,691
-161
| -2% | -$7.69K | 0.04% | 189 |
|
|
2024
Q4 | $409K | Sell |
8,852
-4,516
| -34% | -$209K | 0.04% | 190 |
|
|
2024
Q3 | $656K | Sell |
13,368
-127,986
| -91% | -$6.28M | 0.07% | 139 |
|
|
2024
Q2 | $6.64M | Buy |
141,354
+5,499
| +4% | +$258K | 1.01% | 39 |
|
|
2024
Q1 | $6.45M | Buy |
135,855
+46,528
| +52% | +$2.21M | 0.98% | 43 |
|
|
2023
Q4 | $4.32M | Buy |
89,327
+32,480
| +57% | +$1.57M | 0.69% | 57 |
|
|
2023
Q3 | $2.62M | Buy |
56,847
+20,884
| +58% | +$962K | 0.46% | 65 |
|
|
2023
Q2 | $1.74M | Sell |
35,963
-8,713
| -20% | -$422K | 0.52% | 63 |
|
|
2023
Q1 | $2.22M | Sell |
44,676
-69,168
| -61% | -$3.44M | 0.38% | 66 |
|
|
2022
Q4 | $5.56M | Buy |
+113,844
| New | +$5.56M | 0.39% | 66 |
|