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 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

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

SFB

STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

Lido Advisors's XTWO Position: Q2 2026 in Review

Lido Advisors reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 2.4% in Q2 2026, selling an estimated $82.1K and leaving 69,475 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #611.

Lido Advisors first reported a position in XTWO in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.55M in Q4 2025. 46 funds tracked by Wall St. Rank hold XTWO as of Q2 2026.

Lido Advisors held 69,475 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $3.4M as of Q2 2026.
Lido Advisors sold 1,674 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $82.1K.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #611 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 4 quarters since.
Lido Advisors's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $3.55M in Q4 2025.
46 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.