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

Hobbs Group 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	-2,154	Closed	-$107K	–	641
2024 Q3	$107K	Sell	2,154 -36,208	-94%	-$1.79M	0.04%	195
2024 Q2	$1.88M	Buy	+38,362	New	+$1.87M	0.71%	27
2023 Q4	$2.39M	Buy	+48,435	New	+$2.37M	1.07%	19

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 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

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 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

Hobbs Group Advisors's XTWO Position: Q4 2024 in Review

Hobbs Group Advisors sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q4 2024, closing a stake of 2,154 shares — an estimated $107K sold.

Hobbs Group Advisors first reported a position in XTWO in Q4 2023 and held it in 3 quarters. The position peaked at $2.39M in Q4 2023. 40 funds tracked by Wall St. Rank hold XTWO as of Q4 2024.

Hobbs Group Advisors reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Hobbs Group Advisors sold 2,154 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $107K.
Hobbs Group Advisors first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q4 2023 and held it in 3 quarters.
Hobbs Group Advisors's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $2.39M in Q4 2023.
40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.