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

Peak Financial 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
2024
Q1 		– Sell
-8,341
Closed -$412K – 87
2023
Q4 		$412K Buy
+8,341
New +$409K 0.28% 58

Other funds holding XTWO

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peak Financial Advisors's XTWO Position: Q1 2024 in Review

Peak Financial Advisors sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q1 2024, closing a stake of 8,341 shares — an estimated $412K sold.

Peak Financial Advisors first reported a position in XTWO in Q4 2023 and held it in 1 quarter. The position peaked at $412K in Q4 2023. 21 funds tracked by Wall St. Rank hold XTWO as of Q1 2024.

  • Peak Financial Advisors reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 8,341 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2024, an estimated $412K.
  • Peak Financial Advisors first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Peak Financial Advisors's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $412K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2024.

Based on Peak Financial Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.