Wallace Advisory Group, LLC XHLF Holdings History
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 $10,069.94, 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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