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Sigma Planning Corp’s BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF XTWY Stock Holding History

Sigma Planning Corp’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 		$1.02M Buy
+27,223
New +$1.01M 0.03% 589

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
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
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
SFB
STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sigma Planning Corp's XTWY Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) in Q2 2026: 27,223 shares worth $1.02M. The stake represents 0.03% of the portfolio and ranks #589 among its holdings.

14 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

  • Sigma Planning Corp held 27,223 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $1.02M as of Q2 2026.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF was a new Sigma Planning Corp position in Q2 2026.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #589 holding.
  • 14 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.