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

Amplius Wealth Advisors’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 Q3	$875K	Sell	18,105 -20,909	-54%	-$1.02M	0.06%	87
2026 Q2	$1.91M	Sell	39,014 -10,080	-21%	-$494K	0.14%	59
2026 Q1	$2.42M	Sell	49,094 -10,886	-18%	-$538K	0.2%	47
2025 Q4	$2.97M	Sell	59,980 -1,323	-2%	-$65.5K	0.25%	42
2025 Q3	$3.04M	Sell	61,303 -18,937	-24%	-$936K	0.26%	43
2025 Q2	$3.98M	Sell	80,240 -8,489	-10%	-$419K	0.37%	42
2025 Q1	$4.39M	Sell	88,729 -952,448	-91%	-$46.9M	0.46%	38
2024 Q4	$51.1M	Sell	1,041,177 -37,144	-3%	-$1.83M	5.24%	3
2024 Q3	$53.8M	Buy	1,078,321 +196,158	+22%	+$9.7M	5.87%	4
2024 Q2	$43.2M	Buy	882,163 +333,506	+61%	+$16.3M	4.81%	4
2024 Q1	$26.9M	Buy	+548,657	New	+$27M	3.02%	12

Other funds holding XTWO

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

S&A Financial Services Overland Park, Kansas $162M AUM

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Amplius Wealth Advisors's XTWO Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 54% in Q3 2026, selling an estimated $1.02M and leaving 18,105 shares worth $875K. The position accounts for 0.06% of the portfolio, ranked #87.

Amplius Wealth Advisors first reported a position in XTWO in Q1 2024 and has held it in 11 quarters since. The position peaked at $53.8M in Q3 2024. 18 funds tracked by Wall St. Rank hold XTWO as of Q3 2026.

Amplius Wealth Advisors held 18,105 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $875K as of Q3 2026.
Amplius Wealth Advisors sold 20,909 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $1.02M.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.06% of Amplius Wealth Advisors's portfolio in Q3 2026, its #87 holding.
Amplius Wealth Advisors first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q1 2024 and has held it in 11 quarters since.
Amplius Wealth Advisors's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $53.8M in Q3 2024.
18 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.