Osaic Holdings’s BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF XTWY Stock Holding History

Osaic Holdings’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 Q3	$904K	Buy	+27,373	New	+$970K	﹤0.01%	3076

Other funds holding XTWY

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

BOAA

Bank of Ann Arbor Ann Arbor, Michigan $705M AUM

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

STAR Financial Bank Fort Wayne, Indiana $248M AUM 10.38% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Osaic Holdings's XTWY Position: Q3 2026 in Review

Osaic Holdings opened a new position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) in Q3 2026: 27,373 shares worth $904K. The stake represents ﹤0.01% of the portfolio and ranks #3076 among its holdings.

23 funds tracked by Wall St. Rank hold XTWY as of Q3 2026.

Osaic Holdings held 27,373 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $904K as of Q3 2026.
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF was a new Osaic Holdings position in Q3 2026.
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #3076 holding.
23 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.