Number of Shares
104,827.00
Current Holdings Value*
$5.28 Mil
% of Portfolio
1.74%
Total Estimate Gain
$6,036.84
% of Total Estimate Gain
0.11%

Warren Street Wealth Advisors, LLC's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Holding Summary

As of 2025-06-30, Warren Street Wealth Advisors, LLC held 104,827.00 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF(XHLF), totaling $5.28 Mil. This investment constitutes 1.74% of their stock portfolio, and Warren Street Wealth Advisors, LLC now holds 0.3% of the outstanding BondBloxx Bloomberg Six Month Target Duration US Treasury ETF(XHLF) stock.

The initial trade took place in 2023Q3. And since then Warren Street Wealth Advisors, LLC has made 7 purchases of XHLF, at an average price of $50.24, for a total of 105,459.00 shares. In addition, there have been 1 sales at an average price of $50.26 for 632.00 shares. Based on historical transaction data and XHLF's current price of $50.30, Warren Street Wealth Advisors, LLC's estimated gain on his XHLF holdings is $6,036.84, reflecting a 0.11% gain to date.

Warren Street Wealth Advisors, LLC XHLF ($50.30) Holding Chart

Warren Street Wealth Advisors, 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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