Back to AE Wealth Management LLC AE Wealth Management LLC

XTWYXTWY
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in BONDBLOXX ETF TRUST

AE Wealth Management LLC holds 102,060 shares of XTWY (BONDBLOXX ETF TRUST), worth $3.8M as of 2026-Q2. The position was decreased (-2.7% shares). XTWY represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$3.8M

Current Shares

102,060

Total Value Change

+$3.6M

Total Shares Change

+95,538

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
102,060
-2.7%
$3.8M0.0%$37.39
0
2026-Q1
Increased
104,914
+22.6%
$3.9M0.0%$36.99
32
2025-Q4
Increased
85,612
+63.4%
$3.2M0.0%$36.95
38
2025-Q3
Increased
52,411
+44.6%
$2M0.0%$37.60
35
2025-Q2
Decreased
36,255
-1.5%
$1.4M0.0%$36.71
0
2025-Q1
Increased
36,816
+464.5%
$1.5M0.0%$37.73
41
2024-Q4
New
6,522
-
$251,6840.0%$36.04
32

Other major holders of XTWY: ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used