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Action Point Financial Planning’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Action Point Financial Planning’s Portfolio XTWO Stock Details XTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Buy
+4,337
New +$213K 0.02% 423

Other funds holding XTWO

NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return

Action Point Financial Planning's XTWO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q2 2026: 4,337 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #423 among its holdings.

45 funds tracked by Wall St. Rank hold XTWO as of Q2 2026.

  • Action Point Financial Planning held 4,337 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $212K as of Q2 2026.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #423 holding.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.