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 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

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

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 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

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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. 22 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.
22 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.