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 Q2	$131M	Buy	3,483,511 +137,285	+4%	+$5.11M	0.03%	476
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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management's XTWY Position: Q2 2026 in Review

Envestnet Asset Management increased its BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) stake by 4.1% in Q2 2026, buying an estimated $5.11M and bringing the position to 3,483,511 shares worth $131M. The position accounts for 0.03% of the portfolio, ranked #476.

Envestnet Asset Management first reported a position in XTWY in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

Envestnet Asset Management held 3,483,511 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $131M as of Q2 2026.
Envestnet Asset Management bought 137,285 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $5.11M.
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #476 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 3 quarters since.
26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.