Number of Shares
77,348.00
Current Holdings Value*
$3.57 Mil
% of Portfolio
2.31%
Total Estimate Gain
$-38,355.22
% of Total Estimate Gain
-1.09%

EHRLICH FINANCIAL GROUP's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF Holding Summary

As of 2025-06-30, EHRLICH FINANCIAL GROUP held 77,348.00 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF(XTEN), totaling $3.57 Mil. This investment constitutes 2.31% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.52% of the outstanding BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF(XTEN) stock.

The initial trade took place in 2025Q1. And since then EHRLICH FINANCIAL GROUP has made 2 purchases of XTEN, at an average price of $45.58, for a total of 77,348.00 shares. Based on historical transaction data and XTEN's current price of $45.09, EHRLICH FINANCIAL GROUP's estimated gain on his XTEN holdings is $-38,355.22, reflecting a -1.09% gain to date.

EHRLICH FINANCIAL GROUP XTEN ($45.09) Holding Chart

EHRLICH FINANCIAL GROUP XTEN ($45.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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