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

Mutual 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 Q1	$1.19M	Buy	24,232 +1,171	+5%	+$57.9K	0.03%	528
2025 Q4	$1.14M	Sell	23,061 -1,829	-7%	-$90.6K	0.02%	528
2025 Q3	$1.24M	Buy	+24,890	New	+$1.23M	0.03%	496

Other funds holding XTWO

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SFB

STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $146M AUM

Mutual Advisors's XTWO Position: Q1 2026 in Review

Mutual Advisors increased its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 5.1% in Q1 2026, buying an estimated $57.9K and bringing the position to 24,232 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #528.

Mutual Advisors first reported a position in XTWO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q3 2025. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

Mutual Advisors held 24,232 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $1.19M as of Q1 2026.
Mutual Advisors bought 1,171 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $57.9K.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #528 holding.
Mutual Advisors first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
Mutual Advisors's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $1.24M in Q3 2025.
36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.