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
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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

HGA

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Latitude Advisors's XTWO Position: Q4 2023 in Review

Latitude Advisors sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q4 2023, closing a stake of 16,947 shares — an estimated $829K sold.

Latitude Advisors first reported a position in XTWO in Q1 2023 and held it in 3 quarters. The position peaked at $853K in Q1 2023. 17 funds tracked by Wall St. Rank hold XTWO as of Q4 2023.

Latitude Advisors reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q4 2023 after selling out during the quarter.
Latitude Advisors sold 16,947 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q4 2023, an estimated $829K.
Latitude Advisors first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q1 2023 and held it in 3 quarters.
Latitude Advisors's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $853K in Q1 2023.
17 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q4 2023.

Based on Latitude Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.