MCM
XTWO icon

MAI Capital Management’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

MAI Capital Management’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
2025
Q3 		– Sell
-238
Closed -$11.8K – 4159
2025
Q2 		$11.8K Hold
238
– – ﹤0.01% 2634
2025
Q1 		$11.8K Hold
238
– – ﹤0.01% 2420
2024
Q4 		$11.7K Buy
+238
New +$11.7K ﹤0.01% 2450

Other funds holding XTWO

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAI Capital Management's XTWO Position: Q3 2025 in Review

MAI Capital Management sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q3 2025, closing a stake of 238 shares — an estimated $11.8K sold.

MAI Capital Management first reported a position in XTWO in Q4 2024 and held it in 3 quarters. The position peaked at $11.8K in Q2 2025. 40 funds tracked by Wall St. Rank hold XTWO as of Q3 2025.

  • MAI Capital Management reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • MAI Capital Management sold 238 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $11.8K.
  • MAI Capital Management first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q4 2024 and held it in 3 quarters.
  • MAI Capital Management's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $11.8K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.