LPL Financial
XONE icon

LPL Financial’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

LPL Financial’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$322K Sell
6,526
-866
-12% -$42.8K ﹤0.01% 5388
2026
Q1 		$366K Sell
7,392
-3,414
-32% -$169K ﹤0.01% 5046
2025
Q4 		$535K Buy
10,806
+5,001
+86% +$248K ﹤0.01% 4642
2025
Q3 		$288K Sell
5,805
-414
-7% -$20.5K ﹤0.01% 5075
2025
Q2 		$309K Sell
6,219
-218
-3% -$10.8K ﹤0.01% 4753
2025
Q1 		$320K Buy
6,437
+99
+2% +$4.91K ﹤0.01% 4529
2024
Q4 		$314K Buy
6,338
+368
+6% +$18.3K ﹤0.01% 4488
2024
Q3 		$298K Buy
+5,970
New +$297K ﹤0.01% 4435

Other funds holding XONE

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's XONE Position: Q2 2026 in Review

LPL Financial reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 12% in Q2 2026, selling an estimated $42.8K and leaving 6,526 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #5388.

LPL Financial first reported a position in XONE in Q3 2024 and has held it in 8 quarters since. The position peaked at $535K in Q4 2025. 57 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • LPL Financial held 6,526 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $322K as of Q2 2026.
  • LPL Financial sold 866 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $42.8K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5388 holding.
  • LPL Financial first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • LPL Financial's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $535K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.