Steward Partners Investment Advisory’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Steward Partners Investment Advisory’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
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%	-$176K	﹤0.01%	2325
2024 Q3	$230K	Sell	4,604 -26,096	-85%	-$1.29M	﹤0.01%	1459
2024 Q2	$1.5M	Buy	30,700 +5,325	+21%	+$260K	0.02%	673
2024 Q1	$1.25M	Buy	25,375 +18,875	+290%	+$929K	0.01%	721
2023 Q4	$321K	Buy	6,500 +6,350	+4,233%	+$311K	﹤0.01%	1187
2023 Q3	$7.33K	Sell	150 -100	-40%	-$4.9K	﹤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	+$12.4K	﹤0.01%	2465

Other funds holding XTWO

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Steward Partners Investment Advisory's XTWO Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q2 2025, closing a stake of 1,037 shares — an estimated $51.3K sold.

Steward Partners Investment Advisory first reported a position in XTWO in Q3 2022 and held it in 11 quarters. The position peaked at $1.5M in Q2 2024. 40 funds tracked by Wall St. Rank hold XTWO as of Q2 2025.

Steward Partners Investment Advisory reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,037 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $51.3K.
Steward Partners Investment Advisory first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q3 2022 and held it in 11 quarters.
Steward Partners Investment Advisory's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $1.5M in Q2 2024.
40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.