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

Balance Wealth’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 Q3	$47.3K	Buy	+1,433	New	+$50.8K	0.01%	330

Other funds holding XTWY

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Argyle Capital Partners Los Angeles, California $162M AUM 17.29% 1-Year Est. Return

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

Balance Wealth's XTWY Position: Q3 2026 in Review

Balance Wealth opened a new position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) in Q3 2026: 1,433 shares worth $47.3K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings.

8 funds tracked by Wall St. Rank hold XTWY as of Q3 2026.

Balance Wealth held 1,433 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $47.3K as of Q3 2026.
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF was a new Balance Wealth position in Q3 2026.
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up 0.01% of Balance Wealth's portfolio in Q3 2026, its #330 holding.
8 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.