AE Wealth Management
XTWO icon

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
Q2 		$8.66K Sell
177
-9
-5% -$441 ﹤0.01% 2407
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

Nemes Rush Group
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
Arvest Investments
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
GTS Securities
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

AE Wealth Management's XTWO Position: Q2 2026 in Review

AE Wealth Management reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 4.8% in Q2 2026, selling an estimated $441 and leaving 177 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

AE Wealth Management first reported a position in XTWO in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.17K in Q1 2026. 46 funds tracked by Wall St. Rank hold XTWO as of Q2 2026.

  • AE Wealth Management held 177 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $8.66K as of Q2 2026.
  • AE Wealth Management sold 9 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $441.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2407 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 4 quarters since.
  • AE Wealth Management's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $9.17K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.