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

Tandem Investment Partners’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 		$296K Sell
5,995
-305
-5% -$15.1K 0.25% 65
2025
Q4 		$312K Buy
6,300
+1,395
+28% +$69.1K 0.26% 60
2025
Q3 		$243K Buy
+4,905
New +$242K 0.2% 67

Other funds holding XTWO

Focus Partners Wealth
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
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 $146M AUM

Tandem Investment Partners's XTWO Position: Q1 2026 in Review

Tandem Investment Partners reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 4.8% in Q1 2026, selling an estimated $15.1K and leaving 5,995 shares worth $296K. The position accounts for 0.25% of the portfolio, ranked #65.

Tandem Investment Partners first reported a position in XTWO in Q3 2025 and has held it in 3 quarters since. The position peaked at $312K in Q4 2025. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

  • Tandem Investment Partners held 5,995 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $296K as of Q1 2026.
  • Tandem Investment Partners sold 305 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $15.1K.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.25% of Tandem Investment Partners's portfolio in Q1 2026, its #65 holding.
  • Tandem Investment Partners first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Tandem Investment Partners's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $312K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2026.

Based on Tandem Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.