Number of Shares
4,020.00
Current Holdings Value*
$201,720.00
% of Portfolio
0.14%
Total Estimate Gain
$10,090.04
% of Total Estimate Gain
0.12%

Wallace Advisory Group, LLC's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Holding Summary

As of 2025-03-31, Wallace Advisory Group, LLC held 4,020.00 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF(XHLF), totaling $201,720.00. This investment constitutes 0.14% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0.02% of the outstanding BondBloxx Bloomberg Six Month Target Duration US Treasury ETF(XHLF) stock.

The initial trade took place in 2023Q3. And since then Wallace Advisory Group, LLC has made 2 purchases of XHLF, at an average price of $50.18, for a total of 162,958.00 shares. In addition, there have been 5 sales at an average price of $50.24 for 158,938.00 shares. Based on historical transaction data and XHLF's current price of $50.30, Wallace Advisory Group, LLC's estimated gain on his XHLF holdings is $10,090.04, reflecting a 0.12% gain to date.

Wallace Advisory Group, LLC XHLF ($50.30) Holding Chart

Wallace Advisory Group, LLC XHLF ($50.30) 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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