Richard P. Slaughter Associates’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Richard P. Slaughter Associates’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	-5,019	Closed	-$248K	–	163
2023 Q4	$248K	Buy	5,019 +64	+1%	+$3.14K	0.06%	134
2023 Q3	$242K	Buy	+4,955	New	+$243K	0.06%	129

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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Richard P. Slaughter Associates's XTWO Position: Q1 2024 in Review

Richard P. Slaughter Associates sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q1 2024, closing a stake of 5,019 shares — an estimated $248K sold.

Richard P. Slaughter Associates first reported a position in XTWO in Q3 2023 and held it in 2 quarters. The position peaked at $248K in Q4 2023. 21 funds tracked by Wall St. Rank hold XTWO as of Q1 2024.

Richard P. Slaughter Associates reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q1 2024 after selling out during the quarter.
Richard P. Slaughter Associates sold 5,019 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2024, an estimated $248K.
Richard P. Slaughter Associates first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q3 2023 and held it in 2 quarters.
Richard P. Slaughter Associates's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $248K 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 Richard P. Slaughter Associates's 13F filing for Q1 2024, filed 9 Apr 2024.