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

Aptus Capital 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 Q1	$285K	Sell	5,791 -299	-5%	-$14.8K	﹤0.01%	893
2025 Q4	$301K	Buy	6,090 +1	+0%	+$50	﹤0.01%	884
2025 Q3	$302K	Sell	6,089 -2,084	-25%	-$103K	﹤0.01%	843
2025 Q2	$405K	Sell	8,173 -28,964	-78%	-$1.43M	﹤0.01%	733
2025 Q1	$1.84M	Buy	37,137 +2,749	+8%	+$135K	0.02%	408
2024 Q4	$1.69M	Buy	34,388 +2,524	+8%	+$124K	0.02%	423
2024 Q3	$1.59M	Buy	31,864 +6,737	+27%	+$333K	0.02%	340
2024 Q2	$1.23M	Buy	+25,127	New	+$1.23M	0.02%	360

Other funds holding XTWO

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Aptus Capital Advisors's XTWO Position: Q1 2026 in Review

Aptus Capital Advisors reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 4.9% in Q1 2026, selling an estimated $14.8K and leaving 5,791 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Aptus Capital Advisors first reported a position in XTWO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q1 2025. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

Aptus Capital Advisors held 5,791 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $285K as of Q1 2026.
Aptus Capital Advisors sold 299 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $14.8K.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #893 holding.
Aptus Capital Advisors first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
Aptus Capital Advisors's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $1.84M in Q1 2025.
36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.