WT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Sell |
10,167
-6,179
| -38% | -$311K | 0.15% | 93 |
|
|
2025
Q1 | $823K | Sell |
16,346
-3,685
| -18% | -$186K | 0.27% | 65 |
|
|
2024
Q4 | $1.01M | Sell |
20,031
-1,101
| -5% | -$55.2K | 0.32% | 67 |
|
|
2024
Q3 | $1.06M | Buy |
21,132
+6,463
| +44% | +$325K | 0.34% | 65 |
|
|
2024
Q2 | $738K | Sell |
14,669
-4,824
| -25% | -$243K | 0.25% | 74 |
|
|
2024
Q1 | $981K | Buy |
19,493
+14
| +0.1% | +$704 | 0.35% | 72 |
|
|
2023
Q4 | $978K | Buy |
19,479
+683
| +4% | +$34.3K | 0.39% | 69 |
|
|
2023
Q3 | $945K | Buy |
+18,796
| New | +$945K | 0.41% | 63 |
|