UBS Group
XTWY icon

UBS Group’s BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF XTWY Stock Holding History

UBS Group’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 		$35.4K Sell
942
-147
-13% -$5.47K ﹤0.01% 7785
2026
Q1 		$40.9K Buy
+1,089
New +$41.6K ﹤0.01% 7502
2025
Q2 		– Sell
-1,330
Closed -$53.3K – 10908
2025
Q1 		$53.3K Buy
1,330
+1,324
+22,067% +$51.9K ﹤0.01% 7537
2024
Q4 		$232 Buy
+6
New +$246 ﹤0.01% 9557
2024
Q2 		– Sell
-11
Closed -$467 – 10198
2024
Q1 		$467 Buy
+11
New +$467 ﹤0.01% 8539

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

UBS Group's XTWY Position: Q2 2026 in Review

UBS Group reduced its BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) stake by 13% in Q2 2026, selling an estimated $5.47K and leaving 942 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7785.

UBS Group first reported a position in XTWY in Q1 2024 and has held it in 5 quarters since. The position peaked at $53.3K in Q1 2025. 26 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

  • UBS Group held 942 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $35.4K as of Q2 2026.
  • UBS Group sold 147 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $5.47K.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7785 holding.
  • UBS Group first reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in Q1 2024 and has held it in 5 quarters since.
  • UBS Group's BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position peaked at $53.3K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.