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

Oregon Pacific 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 Q1	–	Sell	-4,409	Closed	-$216K	–	135
2024 Q4	$216K	Buy	+4,409	New	+$217K	0.21%	114

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 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

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Oregon Pacific Wealth Management's XTWO Position: Q1 2025 in Review

Oregon Pacific Wealth Management sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q1 2025, closing a stake of 4,409 shares — an estimated $216K sold.

Oregon Pacific Wealth Management first reported a position in XTWO in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 40 funds tracked by Wall St. Rank hold XTWO as of Q1 2025.

Oregon Pacific Wealth Management reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q1 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 4,409 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2025, an estimated $216K.
Oregon Pacific Wealth Management first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q4 2024 and held it in 1 quarter.
Oregon Pacific Wealth Management's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $216K in Q4 2024.
40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.