WealthPLAN Partners’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-115,960
| Closed | -$5.83M | – | 313 |
|
|
2024
Q2 | $5.83M | Sell |
115,960
-17,344
| -13% | -$872K | 0.63% | 37 |
|
|
2024
Q1 | $6.71M | Buy |
133,304
+124,167
| +1,359% | +$6.25M | 0.69% | 39 |
|
|
2023
Q4 | $459K | Sell |
9,137
-33
| -0.4% | -$1.66K | 0.05% | 225 |
|
|
2023
Q3 | $461K | Buy |
9,170
+2,280
| +33% | +$115K | 0.05% | 210 |
|
|
2023
Q2 | $346K | Sell |
6,890
-687
| -9% | -$34.5K | 0.05% | 232 |
|
|
2023
Q1 | $381K | Buy |
+7,577
| New | +$381K | 0.04% | 224 |
|