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Advyzon Investment Management’s BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF XTWY Stock Holding History

Advyzon Investment Management’s Portfolio XTWY Stock Details XTWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-118,718
Closed -$4.46M – 811
2026
Q1 		$4.46M Sell
118,718
-3,009
-2% -$115K 0.4% 58
2025
Q4 		$4.61M Buy
+121,727
New +$4.75M 0.53% 39

Other funds holding XTWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
DAC
Dutch Asset Corp Selkirk, New York $201M AUM
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Advyzon Investment Management's XTWY Position: Q2 2026 in Review

Advyzon Investment Management sold out of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) in Q2 2026, closing a stake of 118,718 shares — an estimated $4.46M sold.

Advyzon Investment Management first reported a position in XTWY in Q4 2025 and held it in 2 quarters. The position peaked at $4.61M in Q4 2025. 26 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

  • Advyzon Investment Management reported no remaining BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 118,718 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $4.46M.
  • Advyzon Investment Management first reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Advyzon Investment Management's BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position peaked at $4.61M in Q4 2025.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.