World Investment Advisors’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

World Investment Advisors’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	–	Sell	-5,152	Closed	-$255K	–	1667
2025 Q4	$255K	Sell	5,152 -5,418	-51%	-$268K	﹤0.01%	1264
2025 Q3	$524K	Sell	10,570 -4,796	-31%	-$237K	0.01%	762
2025 Q2	$761K	Buy	15,366 +1,953	+15%	+$96.4K	0.02%	596
2025 Q1	$664K	Buy	13,413 +324	+2%	+$15.9K	0.02%	610
2024 Q4	$642K	Buy	13,089 +2,694	+26%	+$133K	0.02%	589
2024 Q3	$518K	Sell	10,395 -12,448	-54%	-$616K	0.02%	588
2024 Q2	$1.12M	Buy	22,843 +9,019	+65%	+$440K	0.07%	256
2024 Q1	$678K	Buy	+13,824	New	+$680K	0.1%	180

Other funds holding XTWO

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 $164M AUM

World Investment Advisors's XTWO Position: Q1 2026 in Review

World Investment Advisors sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q1 2026, closing a stake of 5,152 shares — an estimated $255K sold.

World Investment Advisors first reported a position in XTWO in Q1 2024 and held it in 8 quarters. The position peaked at $1.12M in Q2 2024. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

World Investment Advisors reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
World Investment Advisors sold 5,152 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $255K.
World Investment Advisors first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q1 2024 and held it in 8 quarters.
World Investment Advisors's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $1.12M in Q2 2024.
36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.