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 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

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

Osaic Holdings's XTWO Position: Q1 2026 in Review

Osaic Holdings held its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) position steady in Q1 2026 at 4,076 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #4130.

Osaic Holdings first reported a position in XTWO in Q2 2024 and has held it in 8 quarters since. The position peaked at $202K in Q3 2025. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

Osaic Holdings held 4,076 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $201K as of Q1 2026.
Osaic Holdings left its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF share count unchanged in Q1 2026.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4130 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 8 quarters since.
Osaic Holdings's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $202K 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 Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.