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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-339	Closed	-$16.5K	–	1190
2023 Q2	$16.5K	Sell	339 -6	-2%	-$292	﹤0.01%	717
2023 Q1	$17.2K	Buy	+345	New	+$17.2K	﹤0.01%	759