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

WealthPLAN 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
2024 Q2	–	Sell	-7,672	Closed	-$377K	–	328
2024 Q1	$377K	Sell	7,672 -244	-3%	-$12K	0.04%	229
2023 Q4	$391K	Buy	7,916 +42	+0.5%	+$2.06K	0.04%	245
2023 Q3	$385K	Buy	7,874 +685	+10%	+$33.5K	0.04%	237
2023 Q2	$353K	Buy	7,189 +2,575	+56%	+$128K	0.05%	229
2023 Q1	$230K	Buy	+4,614	New	+$229K	0.03%	284

Other funds holding XTWO

AWA

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HGA

Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

WealthPLAN Partners's XTWO Position: Q2 2024 in Review

WealthPLAN Partners sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q2 2024, closing a stake of 7,672 shares — an estimated $377K sold.

WealthPLAN Partners first reported a position in XTWO in Q1 2023 and held it in 5 quarters. The position peaked at $391K in Q4 2023. 26 funds tracked by Wall St. Rank hold XTWO as of Q2 2024.

WealthPLAN Partners reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q2 2024 after selling out during the quarter.
WealthPLAN Partners sold 7,672 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q2 2024, an estimated $377K.
WealthPLAN Partners first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q1 2023 and held it in 5 quarters.
WealthPLAN Partners's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $391K in Q4 2023.
26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.