Strait & Sound Wealth Management’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Strait & Sound Wealth Management’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 Q1	$2.25M	Buy	45,557 +1,533	+3%	+$75.8K	0.84%	26
2025 Q4	$2.18M	Buy	44,024 +433	+1%	+$21.4K	0.81%	29
2025 Q3	$2.16M	Buy	43,591 +4,935	+13%	+$244K	0.83%	28
2025 Q2	$1.92M	Buy	38,656 +8,223	+27%	+$406K	0.81%	28
2025 Q1	$1.51M	Buy	30,433 +9,958	+49%	+$490K	0.7%	29
2024 Q4	$1M	Buy	+20,475	New	+$1.01M	0.47%	39

Other funds holding XTWO

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

NRG

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SFB

STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return

AWA

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

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

Strait & Sound Wealth Management's XTWO Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 3.5% in Q1 2026, buying an estimated $75.8K and bringing the position to 45,557 shares worth $2.25M. The position accounts for 0.84% of the portfolio, ranked #26.

Strait & Sound Wealth Management first reported a position in XTWO in Q4 2024 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

Strait & Sound Wealth Management held 45,557 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $2.25M as of Q1 2026.
Strait & Sound Wealth Management bought 1,533 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $75.8K.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.84% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #26 holding.
Strait & Sound Wealth Management first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.