WealthPlan Investment Management, LLC
Position in XSVN — BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
CIK 1929986
OMAHA, NE
All Filings in XSVN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSVN | $336,473 | 7,051 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 XSVN | $416,349 | 8,666 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 XSVN | $428,286 | 8,888 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 XSVN | $424,839 | 8,873 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 XSVN | $414,995 | 8,691 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 XSVN | $409,493 | 8,852 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 XSVN | $655,834 | 13,368 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 XSVN | $6,643,638 | 141,354 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 XSVN | $6,449,036 | 135,855 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 XSVN | $4,318,960 | 89,327 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 XSVN | $2,618,315 | 56,847 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 XSVN | $1,740,033 | 35,963 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 XSVN | $2,222,184 | 44,676 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 XSVN | $5,511,073 | 113,844 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||