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

AE Wealth 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	$3.83M	Sell	102,060 -2,854	-3%	-$106K	0.02%	498
2026 Q1	$3.94M	Buy	104,914 +19,302	+23%	+$738K	0.02%	478
2025 Q4	$3.24M	Buy	85,612 +33,201	+63%	+$1.3M	0.02%	476
2025 Q3	$2.05M	Buy	52,411 +16,156	+45%	+$615K	0.01%	558
2025 Q2	$1.4M	Sell	36,255 -561	-2%	-$21.3K	0.01%	629
2025 Q1	$1.48M	Buy	36,816 +30,294	+464%	+$1.19M	0.01%	610
2024 Q4	$252K	Buy	+6,522	New	+$268K	﹤0.01%	1173

Other funds holding XTWY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

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

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AE Wealth Management's XTWY Position: Q2 2026 in Review

AE Wealth Management reduced its BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) stake by 2.7% in Q2 2026, selling an estimated $106K and leaving 102,060 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #498.

AE Wealth Management first reported a position in XTWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.94M in Q1 2026. 26 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

AE Wealth Management held 102,060 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $3.83M as of Q2 2026.
AE Wealth Management sold 2,854 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $106K.
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #498 holding.
AE Wealth Management first reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position peaked at $3.94M in Q1 2026.
26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.