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
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
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAC
Dutch Asset Corp Selkirk, New York $149M AUM
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

UBS Group's XTWY Position: Q1 2026 in Review

UBS Group opened a new position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) in Q1 2026: 1,089 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #7502 among its holdings. This is a return to the name: UBS Group previously reported a position in XTWY as recently as Q1 2025.

UBS Group first reported a position in XTWY in Q1 2024 and has held it in 4 quarters since. The position peaked at $53.3K in Q1 2025. 28 funds tracked by Wall St. Rank hold XTWY as of Q1 2026.

  • UBS Group held 1,089 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $40.9K as of Q1 2026.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF was a new UBS Group position in Q1 2026.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7502 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 4 quarters since.
  • UBS Group's BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position peaked at $53.3K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.