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

Freedom Investment 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
2025 Q3	–	Sell	-14,145	Closed	-$701K	–	724
2025 Q2	$701K	Sell	14,145 -1,379	-9%	-$68.1K	0.06%	348
2025 Q1	$768K	Sell	15,524 -1,060	-6%	-$52.1K	0.06%	310
2024 Q4	$814K	Sell	16,584 -2,209	-12%	-$109K	0.07%	294
2024 Q3	$937K	Sell	18,793 -934	-5%	-$46.2K	0.07%	261
2024 Q2	$966K	Buy	+19,727	New	+$963K	0.08%	243

Other funds holding XTWO

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

SFB

STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freedom Investment Management's XTWO Position: Q3 2025 in Review

Freedom Investment Management sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q3 2025, closing a stake of 14,145 shares — an estimated $701K sold.

Freedom Investment Management first reported a position in XTWO in Q2 2024 and held it in 5 quarters. The position peaked at $966K in Q2 2024. 40 funds tracked by Wall St. Rank hold XTWO as of Q3 2025.

Freedom Investment Management reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 14,145 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $701K.
Freedom Investment Management first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q2 2024 and held it in 5 quarters.
Freedom Investment Management's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $966K in Q2 2024.
40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.