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Brown Financial Advisors’s BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF XTWY Stock Holding History

Brown Financial Advisors’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 		$3.12M Buy
+83,222
New +$3.1M 1.09% 24

Other funds holding XTWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
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
Bank of America
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
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Brown Financial Advisors's XTWY Position: Q2 2026 in Review

Brown Financial Advisors opened a new position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) in Q2 2026: 83,222 shares worth $3.12M. The stake represents 1.09% of the portfolio and ranks #24 among its holdings.

26 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

  • Brown Financial Advisors held 83,222 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $3.12M as of Q2 2026.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF was a new Brown Financial Advisors position in Q2 2026.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up 1.09% of Brown Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.