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

ZEGA 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
2026 Q1	$466K	Sell	9,453 -1,975	-17%	-$97.6K	0.05%	186
2025 Q4	$565K	Buy	+11,428	New	+$566K	0.07%	123

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 $360M AUM 17.55% 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 $146M AUM

ZEGA Investments's XTWO Position: Q1 2026 in Review

ZEGA Investments reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 17% in Q1 2026, selling an estimated $97.6K and leaving 9,453 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #186.

ZEGA Investments first reported a position in XTWO in Q4 2025 and has held it in 2 quarters since. The position peaked at $565K in Q4 2025. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

ZEGA Investments held 9,453 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $466K as of Q1 2026.
ZEGA Investments sold 1,975 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $97.6K.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.05% of ZEGA Investments's portfolio in Q1 2026, its #186 holding.
ZEGA Investments first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
ZEGA Investments's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $565K in Q4 2025.
36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.