Osaic Holdings’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Osaic Holdings’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	$200K	Hold	4,076	–	–	﹤0.01%	4435
2026 Q1	$201K	Hold	4,076	–	–	﹤0.01%	4130
2025 Q4	$202K	Hold	4,076	–	–	﹤0.01%	4152
2025 Q3	$202K	Buy	4,076 +106	+3%	+$5.24K	﹤0.01%	4206
2025 Q2	$197K	Buy	3,970 +3,867	+3,754%	+$191K	﹤0.01%	3957
2025 Q1	$5.1K	Sell	103 -3,641	-97%	-$179K	﹤0.01%	6168
2024 Q4	$184K	Hold	3,744	–	–	﹤0.01%	3676
2024 Q3	$187K	Buy	3,744 +283	+8%	+$14K	﹤0.01%	3700
2024 Q2	$169K	Buy	+3,461	New	+$169K	﹤0.01%	3705

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Osaic Holdings's XTWO Position: Q2 2026 in Review

Osaic Holdings held its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) position steady in Q2 2026 at 4,076 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #4435.

Osaic Holdings first reported a position in XTWO in Q2 2024 and has held it in 9 quarters since. The position peaked at $202K in Q3 2025. 46 funds tracked by Wall St. Rank hold XTWO as of Q2 2026.

Osaic Holdings held 4,076 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $200K as of Q2 2026.
Osaic Holdings left its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4435 holding.
Osaic Holdings first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Osaic Holdings's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $202K in Q3 2025.
46 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.