LPL Financial’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

LPL Financial’s Portfolio XTEN Stock Details XTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Sell	28,853 -22,421	-44%	-$1.02M	﹤0.01%	4168
2026 Q1	$2.35M	Buy	51,274 +6,482	+14%	+$300K	﹤0.01%	3349
2025 Q4	$2.07M	Sell	44,792 -4,133	-8%	-$193K	﹤0.01%	3384
2025 Q3	$2.28M	Buy	48,925 +1,975	+4%	+$90.9K	﹤0.01%	3198
2025 Q2	$2.17M	Buy	46,950 +15,603	+50%	+$711K	﹤0.01%	3047
2025 Q1	$1.46M	Buy	+31,347	New	+$1.43M	﹤0.01%	3234

Other funds holding XTEN

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial's XTEN Position: Q2 2026 in Review

LPL Financial reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 44% in Q2 2026, selling an estimated $1.02M and leaving 28,853 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #4168.

LPL Financial first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.35M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

LPL Financial held 28,853 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.32M as of Q2 2026.
LPL Financial sold 22,421 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.02M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4168 holding.
LPL Financial first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
LPL Financial's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $2.35M in Q1 2026.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

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