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

Maridea Wealth 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 		– Sell
-33,149
Closed -$1.25M – 600
2026
Q1 		$1.25M Buy
33,149
+3,091
+10% +$118K 0.18% 129
2025
Q4 		$1.14M Buy
30,058
+1,851
+7% +$72.3K 0.17% 137
2025
Q3 		$1.13M Buy
+28,207
New +$1.07M 0.18% 131

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
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 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

Maridea Wealth Management's XTWY Position: Q2 2026 in Review

Maridea Wealth Management sold out of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) in Q2 2026, closing a stake of 33,149 shares — an estimated $1.25M sold.

Maridea Wealth Management first reported a position in XTWY in Q3 2025 and held it in 3 quarters. The position peaked at $1.25M in Q1 2026. 26 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

  • Maridea Wealth Management reported no remaining BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 33,149 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.25M.
  • Maridea Wealth Management first reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in Q3 2025 and held it in 3 quarters.
  • Maridea Wealth Management's BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position peaked at $1.25M in Q1 2026.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.