Kovitz Investment Group Partners’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Hold
6,500
﹤0.01% 1112
2025
Q1
$322K Hold
6,500
﹤0.01% 1023
2024
Q4
$319K Hold
6,500
﹤0.01% 1023
2024
Q3
$324K Buy
+6,500
New +$324K ﹤0.01% 850