Coppell Advisory Solutions’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Coppell Advisory Solutions’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	-27,005	Closed	-$1.34M	–	384
2025 Q4	$1.34M	Buy	27,005 +2,038	+8%	+$101K	0.13%	145
2025 Q3	$1.24M	Sell	24,967 -1,524	-6%	-$75.3K	0.13%	153
2025 Q2	$1.31M	Buy	26,491 +7,924	+43%	+$391K	0.16%	139
2025 Q1	$922K	Buy	+18,567	New	+$913K	0.13%	157

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

Coppell Advisory Solutions's XTWO Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q1 2026, closing a stake of 27,005 shares — an estimated $1.34M sold.

Coppell Advisory Solutions first reported a position in XTWO in Q1 2025 and held it in 4 quarters. The position peaked at $1.34M in Q4 2025. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

Coppell Advisory Solutions reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 27,005 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.34M.
Coppell Advisory Solutions first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q1 2025 and held it in 4 quarters.
Coppell Advisory Solutions's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $1.34M 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 Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.