Steward Partners Investment Advisory’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,037
| Closed | -$51.3K | – | 4260 |
|
|
2025
Q1 | $51.3K | Hold |
1,037
| – | – | ﹤0.01% | 2371 |
|
|
2024
Q4 | $50.9K | Sell |
1,037
-3,567
| -77% | -$175K | ﹤0.01% | 2325 |
|
|
2024
Q3 | $230K | Sell |
4,604
-26,096
| -85% | -$1.3M | ﹤0.01% | 1459 |
|
|
2024
Q2 | $1.5M | Buy |
30,700
+5,325
| +21% | +$261K | 0.02% | 673 |
|
|
2024
Q1 | $1.25M | Buy |
25,375
+18,875
| +290% | +$926K | 0.01% | 721 |
|
|
2023
Q4 | $321K | Buy |
6,500
+6,350
| +4,233% | +$314K | ﹤0.01% | 1187 |
|
|
2023
Q3 | $7.34K | Sell |
150
-100
| -40% | -$4.89K | ﹤0.01% | 2691 |
|
|
2023
Q2 | $12.3K | Hold |
250
| – | – | ﹤0.01% | 2503 |
|
|
2023
Q1 | $12.5K | Hold |
250
| – | – | ﹤0.01% | 2457 |
|
|
2022
Q4 | $12.3K | Hold |
250
| – | – | ﹤0.01% | 2462 |
|
|
2022
Q3 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 2465 |
|