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 Q2	$271K	Sell	5,532 -3,921	-41%	-$192K	0.03%	237
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

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

SFB

STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return

ZEGA Investments's XTWO Position: Q2 2026 in Review

ZEGA Investments reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 41% in Q2 2026, selling an estimated $192K and leaving 5,532 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #237.

ZEGA Investments first reported a position in XTWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $565K in Q4 2025. 46 funds tracked by Wall St. Rank hold XTWO as of Q2 2026.

ZEGA Investments held 5,532 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $271K as of Q2 2026.
ZEGA Investments sold 3,921 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $192K.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 0.03% of ZEGA Investments's portfolio in Q2 2026, its #237 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 3 quarters since.
ZEGA Investments's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $565K in Q4 2025.
46 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.