Valmark Advisers’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Valmark Advisers’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 Q3	$721K	Buy	+14,909	New	+$726K	0.01%	438

Other funds holding XTWO

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

S&A Financial Services Overland Park, Kansas $162M AUM

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Valmark Advisers's XTWO Position: Q3 2026 in Review

Valmark Advisers opened a new position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q3 2026: 14,909 shares worth $721K. The stake represents 0.01% of the portfolio and ranks #438 among its holdings.

22 funds tracked by Wall St. Rank hold XTWO as of Q3 2026.

Valmark Advisers held 14,909 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $721K as of Q3 2026.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF was a new Valmark Advisers position in Q3 2026.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.01% of Valmark Advisers's portfolio in Q3 2026, its #438 holding.
22 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.