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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.6M	Buy	603,424 +11,755	+2%	+$437K	5.68%	3
2026 Q1	$22.2M	Buy	591,669 +39,798	+7%	+$1.52M	6.11%	2
2025 Q4	$20.9M	Buy	551,871 +57,884	+12%	+$2.26M	6.01%	2
2025 Q3	$19.3M	Buy	493,987 +16,062	+3%	+$611K	5.71%	4
2025 Q2	$18.4M	Buy	477,925 +27,202	+6%	+$1.03M	5.79%	5
2025 Q1	$18.1M	Sell	450,723 -104,837	-19%	-$4.11M	6.11%	4
2024 Q4	$21.4M	Sell	555,560 -82,506	-13%	-$3.38M	7.49%	2
2024 Q3	$28.1M	Buy	+638,066	New	+$27.6M	9.79%	2

Other funds holding XTWY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valtinson Bruner Financial Planning's XTWY Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) stake by 2% in Q2 2026, buying an estimated $437K and bringing the position to 603,424 shares worth $22.6M. The position accounts for 5.68% of the portfolio, ranked #3.

Valtinson Bruner Financial Planning first reported a position in XTWY in Q3 2024 and has held it in 8 quarters since. The position peaked at $28.1M in Q3 2024. 14 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

Valtinson Bruner Financial Planning held 603,424 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $22.6M as of Q2 2026.
Valtinson Bruner Financial Planning bought 11,755 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $437K.
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up 5.68% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #3 holding.
Valtinson Bruner Financial Planning 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.
Valtinson Bruner Financial Planning's BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position peaked at $28.1M in Q3 2024.
14 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.