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Rothschild Investment LLC’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Rothschild Investment LLC’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 		$605K Hold
12,365
– – 0.02% 543
2026
Q1 		$610K Hold
12,365
– – 0.03% 351
2025
Q4 		$612K Hold
12,365
– – 0.03% 322
2025
Q3 		$613K Sell
12,365
-500
-4% -$24.7K 0.03% 308
2025
Q2 		$637K Hold
12,865
– – 0.04% 287
2025
Q1 		$636K Hold
12,865
– – 0.04% 289
2024
Q4 		$631K Sell
12,865
-2,845
-18% -$140K 0.04% 303
2024
Q3 		$784K Buy
15,710
+1,625
+12% +$80.4K 0.05% 270
2024
Q2 		$690K Buy
14,085
+4,165
+42% +$203K 0.05% 281
2024
Q1 		$487K Buy
+9,920
New +$488K 0.04% 330
2023
Q4 		– Sell
-10,920
Closed -$534K – 1360
2023
Q3 		$534K Hold
10,920
– – 0.05% 286
2023
Q2 		$536K Hold
10,920
– – 0.04% 291
2023
Q1 		$545K Hold
10,920
– – 0.05% 287
2022
Q4 		$539K Buy
+10,920
New +$541K 0.05% 281

Other funds holding XTWO

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
FA
Fairlight Advisors San Francisco, California $123M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's XTWO Position: Q2 2026 in Review

Rothschild Investment LLC held its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) position steady in Q2 2026 at 12,365 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #543.

Rothschild Investment LLC first reported a position in XTWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $784K in Q3 2024. 21 funds tracked by Wall St. Rank hold XTWO as of Q2 2026.

  • Rothschild Investment LLC held 12,365 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $605K as of Q2 2026.
  • Rothschild Investment LLC 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 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #543 holding.
  • Rothschild Investment LLC first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • Rothschild Investment LLC's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $784K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.