LPL Financial
XTWO icon

LPL Financial’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

LPL Financial’s Portfolio XTWO Stock Details XTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,731
Closed -$234K – 6180
2025
Q4 		$234K Buy
+4,731
New +$234K ﹤0.01% 5346
2025
Q2 		– Sell
-4,985
Closed -$247K – 5705
2025
Q1 		$247K Buy
+4,985
New +$245K ﹤0.01% 4713

Other funds holding XTWO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $146M AUM

LPL Financial's XTWO Position: Q1 2026 in Review

LPL Financial sold out of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) in Q1 2026, closing a stake of 4,731 shares — an estimated $234K sold.

LPL Financial first reported a position in XTWO in Q1 2025 and held it in 2 quarters. The position peaked at $247K in Q1 2025. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

  • LPL Financial reported no remaining BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 4,731 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $234K.
  • LPL Financial first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q1 2025 and held it in 2 quarters.
  • LPL Financial's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $247K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.