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Allen Capital Group’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Allen Capital Group’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 		– Sell
-4,626
Closed -$229K – 297
2025
Q4 		$229K Buy
+4,626
New +$229K 0.02% 248

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 $164M AUM

Allen Capital Group's XTWO Position: Q1 2026 in Review

Allen Capital Group sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q1 2026, closing a stake of 4,626 shares — an estimated $229K sold.

Allen Capital Group first reported a position in XTWO in Q4 2025 and held it in 1 quarter. The position peaked at $229K in Q4 2025. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

  • Allen Capital Group reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Allen Capital Group sold 4,626 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $229K.
  • Allen Capital Group first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Allen Capital Group's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $229K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.