Sigma Planning Corp’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Sigma Planning Corp’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	–	Sell	-18,773	Closed	-$919K	–	1457
2026 Q2	$919K	Buy	+18,773	New	+$921K	0.02%	631
2026 Q1	–	Sell	-4,311	Closed	-$213K	–	1410
2025 Q4	$213K	Sell	4,311 -956	-18%	-$47.4K	0.01%	1191
2025 Q3	$261K	Buy	5,267 +113	+2%	+$5.59K	0.01%	1085
2025 Q2	$255K	Sell	5,154 -378	-7%	-$18.7K	0.01%	1053
2025 Q1	$274K	Sell	5,532 -810	-13%	-$39.8K	0.01%	981
2024 Q4	$311K	Sell	6,342 -2,341	-27%	-$115K	0.01%	911
2024 Q3	$433K	Sell	8,683 -873	-9%	-$43.2K	0.01%	794
2024 Q2	$468K	Sell	9,556 -67,531	-88%	-$3.3M	0.01%	749
2024 Q1	$3.78M	Buy	77,087 +70,246	+1,027%	+$3.46M	0.12%	179
2023 Q4	$338K	Sell	6,841 -5,381	-44%	-$264K	0.03%	593
2023 Q3	$598K	Buy	12,222 +7,706	+171%	+$377K	0.02%	632
2023 Q2	$222K	Buy	+4,516	New	+$224K	0.01%	1059

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

Sigma Planning Corp's XTWO Position: Q3 2026 in Review

Sigma Planning Corp sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q3 2026, closing a stake of 18,773 shares — an estimated $919K sold.

Sigma Planning Corp first reported a position in XTWO in Q2 2023 and held it in 12 quarters. The position peaked at $3.78M in Q1 2024. 45 funds tracked by Wall St. Rank hold XTWO as of Q3 2026.

Sigma Planning Corp reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Sigma Planning Corp sold 18,773 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $919K.
Sigma Planning Corp first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q2 2023 and held it in 12 quarters.
Sigma Planning Corp's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $3.78M in Q1 2024.
45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.