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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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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