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AE Wealth Management’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

AE Wealth Management’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
Q1 		$9.17K Buy
186
+168
+933% +$8.3K ﹤0.01% 2291
2025
Q4 		$890 Sell
18
-2
-10% -$99 ﹤0.01% 2390
2025
Q3 		$991 Buy
+20
New +$989 ﹤0.01% 2213

Other funds holding XTWO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $146M AUM

AE Wealth Management's XTWO Position: Q1 2026 in Review

AE Wealth Management increased its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 933% in Q1 2026, buying an estimated $8.3K and bringing the position to 186 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

AE Wealth Management first reported a position in XTWO in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

  • AE Wealth Management held 186 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $9.17K as of Q1 2026.
  • AE Wealth Management bought 168 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $8.3K.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2291 holding.
  • AE Wealth Management first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.