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

Lido 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
2025 Q2	–	Sell	-36,188	Closed	-$1.45M	–	1768
2025 Q1	$1.45M	Buy	36,188 +7,006	+24%	+$275K	0.01%	633
2024 Q4	$1.13M	Buy	29,182 +5,601	+24%	+$230K	0.01%	718
2024 Q3	$1.04M	Sell	23,581 -14,552	-38%	-$629K	0.01%	693
2024 Q2	$1.57M	Sell	38,133 -1,408	-4%	-$57.2K	0.01%	512
2024 Q1	$1.68M	Sell	39,541 -400	-1%	-$17K	0.01%	479
2023 Q4	$1.79M	Buy	+39,941	New	+$1.61M	0.01%	445

Other funds holding XTWY

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFB

STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return

ACP

Argyle Capital Partners Los Angeles, California $159M AUM 21.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors's XTWY Position: Q2 2025 in Review

Lido Advisors sold out of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) in Q2 2025, closing a stake of 36,188 shares — an estimated $1.45M sold.

Lido Advisors first reported a position in XTWY in Q4 2023 and held it in 6 quarters. The position peaked at $1.79M in Q4 2023. 12 funds tracked by Wall St. Rank hold XTWY as of Q2 2025.

Lido Advisors reported no remaining BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Lido Advisors sold 36,188 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $1.45M.
Lido Advisors first reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in Q4 2023 and held it in 6 quarters.
Lido Advisors's BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position peaked at $1.79M in Q4 2023.
12 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.