WealthPLAN Partners’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,765
| Closed | -$286K | – | 327 |
|
|
2024
Q1 | $286K | Sell |
5,765
-244
| -4% | -$12.1K | 0.03% | 263 |
|
|
2023
Q4 | $299K | Sell |
6,009
-101
| -2% | -$5.03K | 0.03% | 266 |
|
|
2023
Q3 | $304K | Buy |
6,110
+527
| +9% | +$26.2K | 0.04% | 262 |
|
|
2023
Q2 | $277K | Buy |
5,583
+1,768
| +46% | +$87.8K | 0.04% | 251 |
|
|
2023
Q1 | $191K | Buy |
+3,815
| New | +$191K | 0.02% | 309 |
|