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

Farther Finance 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
2024
Q4 		– Sell
-9,031
Closed -$450K – 4165
2024
Q3 		$450K Buy
9,031
+437
+5% +$21.6K 0.02% 636
2024
Q2 		$419K Buy
8,594
+6,898
+407% +$337K 0.02% 547
2024
Q1 		$82.8K Buy
+1,696
New +$83.4K 0.01% 1003

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Farther Finance Advisors's XTWO Position: Q4 2024 in Review

Farther Finance Advisors sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q4 2024, closing a stake of 9,031 shares — an estimated $450K sold.

Farther Finance Advisors first reported a position in XTWO in Q1 2024 and held it in 3 quarters. The position peaked at $450K in Q3 2024. 40 funds tracked by Wall St. Rank hold XTWO as of Q4 2024.

  • Farther Finance Advisors reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 9,031 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $450K.
  • Farther Finance Advisors first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Farther Finance Advisors's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $450K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.