Envestnet Asset Management
XTWY icon

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

Envestnet Asset 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 		$126M Buy
3,346,226
+66,166
+2% +$2.53M 0.03% 458
2025
Q4 		$124M Buy
+3,280,060
New +$128M 0.04% 435

Other funds holding XTWY

VBFP
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
DAC
Dutch Asset Corp Selkirk, New York $149M AUM
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Envestnet Asset Management's XTWY Position: Q1 2026 in Review

Envestnet Asset Management increased its BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) stake by 2% in Q1 2026, buying an estimated $2.53M and bringing the position to 3,346,226 shares worth $126M. The position accounts for 0.03% of the portfolio, ranked #458.

Envestnet Asset Management first reported a position in XTWY in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold XTWY as of Q1 2026.

  • Envestnet Asset Management held 3,346,226 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $126M as of Q1 2026.
  • Envestnet Asset Management bought 66,166 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $2.53M.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up 0.03% of Envestnet Asset Management's portfolio in Q1 2026, its #458 holding.
  • Envestnet Asset Management first reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.