Sunbelt Securities’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Sunbelt Securities’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 Q3	–	Sell	-10,130	Closed	-$497K	–	2877
2025 Q2	$497K	Hold	10,130	–	–	0.04%	353
2025 Q1	$501K	Hold	10,130	–	–	0.04%	325
2024 Q4	$497K	Hold	10,130	–	–	0.04%	354
2024 Q3	$505K	Hold	10,130	–	–	0.05%	356
2024 Q2	$496K	Hold	10,130	–	–	0.05%	340
2024 Q1	$497K	Buy	+10,130	New	+$498K	0.06%	325

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

SFB

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

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

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

AWA

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

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

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

Sunbelt Securities's XTWO Position: Q3 2025 in Review

Sunbelt Securities sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q3 2025, closing a stake of 10,130 shares — an estimated $497K sold.

Sunbelt Securities first reported a position in XTWO in Q1 2024 and held it in 6 quarters. The position peaked at $505K in Q3 2024. 40 funds tracked by Wall St. Rank hold XTWO as of Q3 2025.

Sunbelt Securities reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 10,130 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $497K.
Sunbelt Securities first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q1 2024 and held it in 6 quarters.
Sunbelt Securities's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $505K in Q3 2024.
40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.