VWWMG
XTWO icon

Vermillion & White Wealth Management Group’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Vermillion & White Wealth Management Group’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 		$460K Buy
9,328
+16
+0.2% +$791 0.26% 39
2025
Q4 		$462K Buy
9,312
+1,263
+16% +$62.6K 0.25% 38
2025
Q3 		$399K Hold
8,049
– – 0.23% 40
2025
Q2 		$399K Sell
8,049
-3,157
-28% -$156K 0.26% 39
2025
Q1 		$554K Buy
11,206
+11,190
+69,938% +$551K 0.4% 31
2024
Q4 		$785 Hold
16
– – ﹤0.01% 349
2024
Q3 		$798 Hold
16
– – ﹤0.01% 323
2024
Q2 		$784 Hold
16
– – ﹤0.01% 340
2024
Q1 		$785 Hold
16
– – ﹤0.01% 316
2023
Q4 		$791 Buy
+16
New +$784 ﹤0.01% 275

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

Vermillion & White Wealth Management Group's XTWO Position: Q1 2026 in Review

Vermillion & White Wealth Management Group increased its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 0.17% in Q1 2026, buying an estimated $791 and bringing the position to 9,328 shares worth $460K. The position accounts for 0.26% of the portfolio, ranked #39.

Vermillion & White Wealth Management Group first reported a position in XTWO in Q4 2023 and has held it in 10 quarters since. The position peaked at $554K in Q1 2025. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

  • Vermillion & White Wealth Management Group held 9,328 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $460K as of Q1 2026.
  • Vermillion & White Wealth Management Group bought 16 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $791.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.26% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #39 holding.
  • Vermillion & White Wealth Management Group first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • Vermillion & White Wealth Management Group's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $554K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.