WAS
WESPAC Advisors SoCal’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-52,887
| Closed | -$2.62M | – | 106 |
|
|
2024
Q2 | $2.62M | Buy |
52,887
+13,390
| +34% | +$663K | 0.66% | 40 |
|
|
2024
Q1 | $1.96M | Buy |
39,497
+990
| +3% | +$49.1K | 0.51% | 45 |
|
|
2023
Q4 | $1.92M | Sell |
38,507
-33,127
| -46% | -$1.65M | 0.56% | 46 |
|
|
2023
Q3 | $3.56M | Buy |
+71,634
| New | +$3.56M | 1.2% | 32 |
|