SPC
XTWO icon

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
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

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 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

Sigma Planning Corp's XTWO Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q2 2026: 18,773 shares worth $919K. The stake represents 0.02% of the portfolio and ranks #631 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in XTWO as recently as Q4 2025.

Sigma Planning Corp first reported a position in XTWO in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.78M in Q1 2024. 25 funds tracked by Wall St. Rank hold XTWO as of Q2 2026.

  • Sigma Planning Corp held 18,773 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $919K as of Q2 2026.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF was a new Sigma Planning Corp position in Q2 2026.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #631 holding.
  • Sigma Planning Corp first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q2 2023 and has held it in 12 quarters since.
  • Sigma Planning Corp's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $3.78M in Q1 2024.
  • 25 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.