BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY
Market cap $59.9M

42.76 USD

-0.65

1.5%

At close Oct 4, 4:00 PM EDT

1 day

-1.50%

5 days

-3.50%

1 month

-4.08%

3 months

3.61%

6 months

3.21%

Year to date

-3.91%

1 year

12.03%

5 years

-14.38%

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

0% more funds holding

Funds holding: 8 [Q1] → 8 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

0.37% less ownership

Funds ownership: 92.08% [Q1] → 91.71% (-0.37%) [Q2]

80% less capital invested

Capital invested by funds: $25M [Q1] → $4.98M (-$20M) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for XTWY.

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Financial journalist opinion

Zacks Investment Research

ETFs Soaring on Treasuries' Longest Winning Streak in 3 Years

Treasuries are poised for their longest monthly winning streak in three years on September rate cut bets.

ETFs Soaring on Treasuries' Longest Winning Streak in 3 Years

Zacks Investment Research

Treasury ETFs Gaining on Slowdown Concerns, Rate Cut Bets

The recent equity rout has led investors to seek refuge in Treasury securities, perceived as safe-haven assets.

Treasury ETFs Gaining on Slowdown Concerns, Rate Cut Bets

This Long Duration Treasury ETF Could Reward Patient Investors

Patience is required when embracing long-dated bonds and corresponding exchange traded funds. In standard market environments, intraday price action for long duration Treasurys usually isn't breathtaking.

This Long Duration Treasury ETF Could Reward Patient Investors

Bond ETFs Could Benefit as Cash Comes Off Sidelines

The Federal Reserve's torrid pace of interest rate increases in 2022 had the predictable impact of sending bond yields soaring and prices tumbling. One of the most clear results of those rate hikes was yields on cash instruments also rose.

Bond ETFs Could Benefit as Cash Comes Off Sidelines

Why Treasury ETFs Are Useful for Retail Investors

Prior to 2022, many retail investors likely eschewed buying individual Treasury bonds from the U.S. government. That's because they didn't offer much in the way of income.

Why Treasury ETFs Are Useful for Retail Investors

Consider Long Treasury ETFs While Rates Are Still High

With interest rates possibly at their peak, investors may want to consider longer-duration Treasury ETFs before the Fed begins cutting rates. After all, the U.S. 10-year Treasury note was yielding 4.017% as of midday Tuesday, up 50 basis points from a year ago.

Consider Long Treasury ETFs While Rates Are Still High

Long-Term Treasury Yields Are Currently High. That Won't Last

High inflation, the Fed aggressively hiking rates, and a so-called “term premium” has pushed up long-term Treasury yields. In fact, the yield on the 10-year U.S. Treasury went up 30 basis points from where it started this year, to 4.18%.

Long-Term Treasury Yields Are Currently High. That Won't Last

Harvest Tax Losses Via BondBloxx US Treasury ETFs

With the end of the year approaching, it could be a good time to consider tax-loss harvesting to capture potential tax benefits. And given the performance in long-dated Treasuries over the last two years, U.S. Treasury ETFs are an easy, low-cost way of maintaining Treasury exposure while realizing losses for tax purposes.

Harvest Tax Losses Via BondBloxx US Treasury ETFs

Zacks Investment Research

Treasury ETFs on Track for Best Month Since March

The world's largest bond market made a remarkable recovery in November after experiencing difficulties earlier in 2023. It is now on track for its best month since March.

Treasury ETFs on Track for Best Month Since March

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