Holcombe Financial’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Holcombe Financial’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 Q4	–	Sell	-6,540	Closed	-$324K	–	49
2025 Q3	$324K	Buy	6,540 +602	+10%	+$29.8K	0.23%	36
2025 Q2	$294K	Sell	5,938 -1,661	-22%	-$82K	0.22%	34
2025 Q1	$376K	Buy	+7,599	New	+$374K	0.31%	26

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

SFB

STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 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

AWA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Holcombe Financial's XTWO Position: Q4 2025 in Review

Holcombe Financial sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q4 2025, closing a stake of 6,540 shares — an estimated $324K sold.

Holcombe Financial first reported a position in XTWO in Q1 2025 and held it in 3 quarters. The position peaked at $376K in Q1 2025. 46 funds tracked by Wall St. Rank hold XTWO as of Q4 2025.

Holcombe Financial reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Holcombe Financial sold 6,540 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $324K.
Holcombe Financial first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q1 2025 and held it in 3 quarters.
Holcombe Financial's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $376K in Q1 2025.
46 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q4 2025.

Based on Holcombe Financial's 13F filing for Q4 2025, filed 27 Jan 2026.