WealthPlan Investment Management, LLC
Position in XFIV — BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
CIK 1929986
OMAHA, NE
All Filings in XFIV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XFIV | $448,486 | 9,123 | Shares | Other | 2026-04-29 | |
| 2025-12-31 XFIV | $468,664 | 9,472 | Shares | Other | 2026-02-05 | |
| 2025-09-30 XFIV | $477,567 | 9,642 | Shares | Other | 2025-10-27 | |
| 2025-06-30 XFIV | $471,983 | 9,564 | Shares | Other | 2025-07-28 | |
| 2025-03-31 XFIV | $468,959 | 9,555 | Shares | Other | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||