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STAR Financial Bank’s BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF XTWY Stock Holding History

STAR Financial Bank’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 		$1.57M Sell
41,832
-3,576
-8% -$133K 0.64% 30
2026
Q1 		$1.71M Sell
45,408
-60,502
-57% -$2.31M 0.81% 26
2025
Q4 		$4.01M Buy
105,910
+2,394
+2% +$93.5K 2.05% 12
2025
Q3 		$4.04M Buy
103,516
+85,990
+491% +$3.27M 2.39% 8
2025
Q2 		$676K Sell
17,526
-1,001
-5% -$38.1K 0.43% 51
2025
Q1 		$743K Buy
18,527
+1,769
+11% +$69.4K 0.54% 48
2024
Q4 		$647K Hold
16,758
– – 0.47% 50
2024
Q3 		$738K Buy
+16,758
New +$725K 0.5% 50

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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 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

STAR Financial Bank's XTWY Position: Q2 2026 in Review

STAR Financial Bank reduced its BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) stake by 7.9% in Q2 2026, selling an estimated $133K and leaving 41,832 shares worth $1.57M. The position accounts for 0.64% of the portfolio, ranked #30.

STAR Financial Bank first reported a position in XTWY in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.04M in Q3 2025. 14 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

  • STAR Financial Bank held 41,832 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $1.57M as of Q2 2026.
  • STAR Financial Bank sold 3,576 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $133K.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up 0.64% of STAR Financial Bank's portfolio in Q2 2026, its #30 holding.
  • STAR Financial Bank first reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • STAR Financial Bank's BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position peaked at $4.04M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.