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

Connectus Wealth’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
2024
Q1 		$18.9M Sell
386,008
-18,637
-5% -$917K 0.52% 52
2023
Q4 		$20.1M Sell
404,645
-6,905
-2% -$339K 0.41% 63
2023
Q3 		$20.1M Buy
+411,550
New +$20.1M 0.45% 58

Other funds holding XTWO

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Connectus Wealth's XTWO Position: Q1 2024 in Review

Connectus Wealth reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 4.6% in Q1 2024, selling an estimated $917K and leaving 386,008 shares worth $18.9M. The position accounts for 0.52% of the portfolio, ranked #52.

Connectus Wealth first reported a position in XTWO in Q3 2023 and has held it in 3 quarters since. The position peaked at $20.1M in Q3 2023. 21 funds tracked by Wall St. Rank hold XTWO as of Q1 2024.

  • Connectus Wealth held 386,008 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $18.9M as of Q1 2024.
  • Connectus Wealth sold 18,637 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2024, an estimated $917K.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.52% of Connectus Wealth's portfolio in Q1 2024, its #52 holding.
  • Connectus Wealth first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $20.1M in Q3 2023.
  • 21 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.