Focus Partners Wealth
XTWO icon

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

Focus Partners 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
2026
Q1 		$15.4M Buy
311,433
+1,770
+0.6% +$87.5K 0.02% 583
2025
Q4 		$15.4M Buy
309,663
+3,631
+1% +$180K 0.02% 559
2025
Q3 		$15.2M Buy
306,032
+1,940
+0.6% +$95.9K 0.02% 458
2025
Q2 		$15.1M Sell
304,092
-440
-0.1% -$21.7K 0.03% 422
2025
Q1 		$15.1M Sell
304,532
-7,306
-2% -$359K 0.04% 386
2024
Q4 		$15.4M Buy
311,838
+205,265
+193% +$10.1M 0.04% 372
2024
Q3 		$27.5M Sell
106,573
-277,690
-72% -$13.7M 0.09% 229
2024
Q2 		$18.8M Buy
+384,263
New +$18.8M 0.06% 257

Other funds holding XTWO

NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
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
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return

Focus Partners Wealth's XTWO Position: Q1 2026 in Review

Focus Partners Wealth increased its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 0.57% in Q1 2026, buying an estimated $87.5K and bringing the position to 311,433 shares worth $15.4M. The position accounts for 0.02% of the portfolio, ranked #583.

Focus Partners Wealth first reported a position in XTWO in Q2 2024 and has held it in 8 quarters since. The position peaked at $27.5M in Q3 2024. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

  • Focus Partners Wealth held 311,433 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $15.4M as of Q1 2026.
  • Focus Partners Wealth bought 1,770 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $87.5K.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #583 holding.
  • Focus Partners Wealth 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.
  • Focus Partners Wealth's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $27.5M in Q3 2024.
  • 36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.