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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
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 $374B AUM 17.66% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAC
Dutch Asset Corp Selkirk, New York $149M AUM
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Advyzon Investment Management's XTWY Position: Q1 2026 in Review

Advyzon Investment Management reduced its BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) stake by 2.5% in Q1 2026, selling an estimated $115K and leaving 118,718 shares worth $4.46M. The position accounts for 0.4% of the portfolio, ranked #58.

Advyzon Investment Management first reported a position in XTWY in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.61M in Q4 2025. 28 funds tracked by Wall St. Rank hold XTWY as of Q1 2026.

  • Advyzon Investment Management held 118,718 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $4.46M as of Q1 2026.
  • Advyzon Investment Management sold 3,009 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $115K.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up 0.4% of Advyzon Investment Management's portfolio in Q1 2026, its #58 holding.
  • Advyzon Investment Management first reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Advyzon Investment Management's BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position peaked at $4.61M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.