VBFP
XTWY icon

Valtinson Bruner Financial Planning’s BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF XTWY Stock Holding History

Valtinson Bruner Financial Planning’s Portfolio XTWY Stock Details XTWY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$18.4M Buy
477,925
+27,202
+6% +$1.05M 5.79% 5
2025
Q1 		$18.1M Sell
450,723
-104,837
-19% -$4.21M 6.11% 4
2024
Q4 		$21.4M Sell
555,560
-82,506
-13% -$3.18M 7.49% 2
2024
Q3 		$28.1M Buy
+638,066
New +$28.1M 9.79% 2