Kovitz Investment Group Partners
XTWO icon

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

Kovitz Investment Group Partners’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
-5,000
Closed -$248K – 1367
2025
Q3 		$248K Sell
5,000
-1,500
-23% -$74.2K ﹤0.01% 1269
2025
Q2 		$322K Hold
6,500
– – ﹤0.01% 1115
2025
Q1 		$322K Hold
6,500
– – ﹤0.01% 1030
2024
Q4 		$319K Hold
6,500
– – ﹤0.01% 1029
2024
Q3 		$324K Buy
+6,500
New +$322K ﹤0.01% 853

Other funds holding XTWO

MERSOM
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Focus Partners Wealth
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $13.1B AUM 28.37% 1-Year Est. Return

Kovitz Investment Group Partners's XTWO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q4 2025, closing a stake of 5,000 shares — an estimated $248K sold.

Kovitz Investment Group Partners first reported a position in XTWO in Q3 2024 and held it in 5 quarters. The position peaked at $324K in Q3 2024. 46 funds tracked by Wall St. Rank hold XTWO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,000 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $248K.
  • Kovitz Investment Group Partners first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $324K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.