Envestnet Asset Management
XTWO icon

Envestnet Asset Management’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Envestnet Asset Management’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
Q2 		$367K Sell
7,491
-542
-7% -$26.6K ﹤0.01% 4304
2026
Q1 		$396K Buy
8,033
+1,707
+27% +$84.4K ﹤0.01% 4094
2025
Q4 		$313K Sell
6,326
-11,505
-65% -$570K ﹤0.01% 4013
2025
Q3 		$884K Sell
17,831
-342
-2% -$16.9K ﹤0.01% 3402
2025
Q2 		$900K Buy
18,173
+201
+1% +$9.92K ﹤0.01% 3335
2025
Q1 		$889K Buy
17,972
+263
+1% +$12.9K ﹤0.01% 3281
2024
Q4 		$869K Buy
17,709
+9,018
+104% +$444K ﹤0.01% 3258
2024
Q3 		$433K Buy
8,691
+1,767
+26% +$87.4K ﹤0.01% 3606
2024
Q2 		$339K Buy
+6,924
New +$338K ﹤0.01% 3655

Other funds holding XTWO

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
FA
Fairlight Advisors San Francisco, California $123M AUM

Envestnet Asset Management's XTWO Position: Q2 2026 in Review

Envestnet Asset Management reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 6.7% in Q2 2026, selling an estimated $26.6K and leaving 7,491 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #4304.

Envestnet Asset Management first reported a position in XTWO in Q2 2024 and has held it in 9 quarters since. The position peaked at $900K in Q2 2025. 21 funds tracked by Wall St. Rank hold XTWO as of Q2 2026.

  • Envestnet Asset Management held 7,491 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $367K as of Q2 2026.
  • Envestnet Asset Management sold 542 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $26.6K.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4304 holding.
  • Envestnet Asset Management first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • Envestnet Asset Management's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $900K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.