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Winch Advisory Services’s BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF XTWY Stock Holding History

Winch Advisory Services’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 		– Sell
-306
Closed -$11.5K – 567
2026
Q1 		$11.5K Buy
+306
New +$11.7K ﹤0.01% 304

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

Winch Advisory Services's XTWY Position: Q2 2026 in Review

Winch Advisory Services sold out of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) in Q2 2026, closing a stake of 306 shares — an estimated $11.5K sold.

Winch Advisory Services first reported a position in XTWY in Q1 2026 and held it in 1 quarter. The position peaked at $11.5K in Q1 2026. 26 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

  • Winch Advisory Services reported no remaining BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Winch Advisory Services sold 306 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $11.5K.
  • Winch Advisory Services first reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Winch Advisory Services's BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position peaked at $11.5K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.