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 Q3	$1.21M	Buy	25,079 +21,003	+515%	+$1.02M	﹤0.01%	2782
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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

BOAA

Bank of Ann Arbor Ann Arbor, Michigan $705M AUM

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $399M AUM 13.95% 1-Year Est. Return

STAR Financial Bank Fort Wayne, Indiana $248M AUM 10.38% 1-Year Est. Return

S&A Financial Services Overland Park, Kansas $162M AUM

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

Osaic Holdings's XTWO Position: Q3 2026 in Review

Osaic Holdings increased its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 515% in Q3 2026, buying an estimated $1.02M and bringing the position to 25,079 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Osaic Holdings first reported a position in XTWO in Q2 2024 and has held it in 10 quarters since. 45 funds tracked by Wall St. Rank hold XTWO as of Q3 2026.

Osaic Holdings held 25,079 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $1.21M as of Q3 2026.
Osaic Holdings bought 21,003 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $1.02M.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #2782 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 10 quarters since.
45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.