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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Dutch Asset Corp Selkirk, New York $149M AUM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return

GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return