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

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return