Number of Shares
140,084.00
Current Holdings Value*
$6.52 Mil
% of Portfolio
2.59%
Total Estimate Gain
$44,826.88
% of Total Estimate Gain
0.70%

TSA Wealth Managment LLC's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF Holding Summary

As of 2025-03-31, TSA Wealth Managment LLC held 140,084.00 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF(XTEN), totaling $6.52 Mil. This investment constitutes 2.59% of their stock portfolio, and TSA Wealth Managment LLC now holds 1.2% of the outstanding BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF(XTEN) stock.

The initial trade took place in 2025Q1. And since then TSA Wealth Managment LLC has made 1 purchases of XTEN, at an average price of $45.54, for a total of 140,084.00 shares. Based on historical transaction data and XTEN's current price of $45.86, TSA Wealth Managment LLC's estimated gain on his XTEN holdings is $44,826.88, reflecting a 0.70% gain to date.

TSA Wealth Managment LLC XTEN ($45.86) Holding Chart

TSA Wealth Managment LLC XTEN ($45.86) 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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