WealthPLAN Partners’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.28M Buy
49,455
+26,382
+114% +$1.22M 0.37% 87
2025
Q1
$1.07M Buy
+23,073
New +$1.07M 0.15% 124