WealthPLAN Partners’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

WealthPLAN Partners’s Portfolio XFIV Stock Details XFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-339	Closed	-$16.5K	–	1190
2023 Q2	$16.5K	Sell	339 -6	-2%	-$298	﹤0.01%	717
2023 Q1	$17.2K	Buy	+345	New	+$17K	﹤0.01%	759

Other funds holding XFIV

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

WealthPLAN Partners's XFIV Position: Q3 2023 in Review

WealthPLAN Partners sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2023, closing a stake of 339 shares — an estimated $16.5K sold.

WealthPLAN Partners first reported a position in XFIV in Q1 2023 and held it in 2 quarters. The position peaked at $17.2K in Q1 2023. 4 funds tracked by Wall St. Rank hold XFIV as of Q3 2023.

WealthPLAN Partners reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 339 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2023, an estimated $16.5K.
WealthPLAN Partners first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $17.2K in Q1 2023.
4 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.