Argyle Capital Partners’s BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF XTWY Stock Holding History

Argyle Capital Partners’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	$327K	Sell	8,721 -375	-4%	-$13.9K	0.21%	123
2026 Q1	$342K	Hold	9,096	–	–	0.25%	108
2025 Q4	$344K	Hold	9,096	–	–	0.25%	107
2025 Q3	$355K	Hold	9,096	–	–	0.25%	105
2025 Q2	$351K	Buy	9,096 +132	+1%	+$5.02K	0.29%	99
2025 Q1	$360K	Buy	8,964 +768	+9%	+$30.1K	0.31%	88
2024 Q4	$316K	Buy	+8,196	New	+$336K	0.27%	98

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

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 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

Argyle Capital Partners's XTWY Position: Q2 2026 in Review

Argyle Capital Partners reduced its BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) stake by 4.1% in Q2 2026, selling an estimated $13.9K and leaving 8,721 shares worth $327K. The position accounts for 0.21% of the portfolio, ranked #123.

Argyle Capital Partners first reported a position in XTWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q1 2025. 26 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

Argyle Capital Partners held 8,721 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $327K as of Q2 2026.
Argyle Capital Partners sold 375 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $13.9K.
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up 0.21% of Argyle Capital Partners's portfolio in Q2 2026, its #123 holding.
Argyle Capital Partners 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.
Argyle Capital Partners's BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position peaked at $360K in Q1 2025.
26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2026.

Based on Argyle Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.