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

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