Lido Advisors
XTWO icon

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

Lido 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 		$3.32M Sell
68,713
-762
-1% -$37.1K 0.01% 615
2026
Q2 		$3.4M Sell
69,475
-1,674
-2% -$82.1K 0.01% 611
2026
Q1 		$3.51M Sell
71,149
-612
-0.9% -$30.2K 0.01% 535
2025
Q4 		$3.55M Buy
71,761
+11,293
+19% +$559K 0.01% 546
2025
Q3 		$3M Buy
+60,468
New +$2.99M 0.01% 581

Other funds holding XTWO

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
S&A Financial Services
S&A Financial Services Overland Park, Kansas $162M AUM
North Forty Two & Co
North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return
West Michigan Advisors
West Michigan Advisors Holland, Michigan $532M AUM 33.02% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

Lido Advisors's XTWO Position: Q3 2026 in Review

Lido Advisors reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 1.1% in Q3 2026, selling an estimated $37.1K and leaving 68,713 shares worth $3.32M. The position accounts for 0.01% of the portfolio, ranked #615.

Lido Advisors first reported a position in XTWO in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.55M in Q4 2025. 25 funds tracked by Wall St. Rank hold XTWO as of Q3 2026.

  • Lido Advisors held 68,713 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $3.32M as of Q3 2026.
  • Lido Advisors sold 762 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $37.1K.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #615 holding.
  • Lido Advisors first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • Lido Advisors's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $3.55M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.