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Wintrust Investments’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Wintrust Investments’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
Q4 		$28K Buy
577
+15
+3% +$739 0.02% 342
2024
Q3 		$28K Buy
+562
New +$27.8K 0.02% 422

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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Wintrust Investments's XTWO Position: Q4 2024 in Review

Wintrust Investments increased its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 2.7% in Q4 2024, buying an estimated $739 and bringing the position to 577 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #342.

Wintrust Investments first reported a position in XTWO in Q3 2024 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold XTWO as of Q4 2024.

  • Wintrust Investments held 577 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $28K as of Q4 2024.
  • Wintrust Investments bought 15 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $739.
  • BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #342 holding.
  • Wintrust Investments first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q3 2024 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.