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

Amplius Wealth Advisors's XTWO Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 21% in Q2 2026, selling an estimated $494K and leaving 39,014 shares worth $1.91M. The position accounts for 0.14% of the portfolio, ranked #59.

Amplius Wealth Advisors first reported a position in XTWO in Q1 2024 and has held it in 10 quarters since. The position peaked at $53.8M in Q3 2024. 2 funds tracked by Wall St. Rank hold XTWO as of Q2 2026.

• Amplius Wealth Advisors held 39,014 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $1.91M as of Q2 2026.
• Amplius Wealth Advisors sold 10,080 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $494K.
• BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.14% of Amplius Wealth Advisors's portfolio in Q2 2026, its #59 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 10 quarters since.
• Amplius Wealth Advisors's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $53.8M in Q3 2024.
• 2 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.