MWM
XTWO icon

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

Meridian Wealth 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
Q2 		– Sell
-4,055
Closed -$201K – 684
2025
Q1 		$201K Buy
+4,055
New +$199K 0.01% 599

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Meridian Wealth Management's XTWO Position: Q2 2025 in Review

Meridian Wealth Management sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q2 2025, closing a stake of 4,055 shares — an estimated $201K sold.

Meridian Wealth Management first reported a position in XTWO in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 40 funds tracked by Wall St. Rank hold XTWO as of Q2 2025.

  • Meridian Wealth Management reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 4,055 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $201K.
  • Meridian Wealth Management first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Meridian Wealth Management's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $201K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2025.

Based on Meridian Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.