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

Latitude 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
2026 Q3	$87.2K	Buy	+1,804	New	+$87.9K	0.03%	409
2023 Q4	–	Sell	-16,947	Closed	-$829K	–	188
2023 Q3	$829K	Buy	16,947 +723	+4%	+$35.4K	0.59%	33
2023 Q2	$797K	Sell	16,224 -874	-5%	-$43.3K	0.55%	32
2023 Q1	$853K	Buy	+17,098	New	+$847K	0.62%	35

Other funds holding XTWO

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

S&A Financial Services Overland Park, Kansas $162M AUM

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

West Michigan Advisors Holland, Michigan $532M AUM 33.02% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Latitude Advisors's XTWO Position: Q3 2026 in Review

Latitude Advisors opened a new position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q3 2026: 1,804 shares worth $87.2K. The stake represents 0.03% of the portfolio and ranks #409 among its holdings. This is a return to the name: Latitude Advisors previously reported a position in XTWO as recently as Q3 2023.

Latitude Advisors first reported a position in XTWO in Q1 2023 and has held it in 4 quarters since. The position peaked at $853K in Q1 2023. 26 funds tracked by Wall St. Rank hold XTWO as of Q3 2026.

Latitude Advisors held 1,804 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $87.2K as of Q3 2026.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF was a new Latitude Advisors position in Q3 2026.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.03% of Latitude Advisors's portfolio in Q3 2026, its #409 holding.
Latitude Advisors first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q1 2023 and has held it in 4 quarters since.
Latitude Advisors's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $853K in Q1 2023.
26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.