LPL Financial
XTWY icon

LPL Financial’s BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF XTWY Stock Holding History

LPL Financial’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 		$464K Buy
12,368
+1,394
+13% +$51.8K ﹤0.01% 5088
2026
Q1 		$413K Buy
10,974
+2,302
+27% +$88K ﹤0.01% 4936
2025
Q4 		$328K Buy
+8,672
New +$339K ﹤0.01% 5075

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

LPL Financial's XTWY Position: Q2 2026 in Review

LPL Financial increased its BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) stake by 13% in Q2 2026, buying an estimated $51.8K and bringing the position to 12,368 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #5088.

LPL Financial first reported a position in XTWY in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

  • LPL Financial held 12,368 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $464K as of Q2 2026.
  • LPL Financial bought 1,394 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $51.8K.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5088 holding.
  • LPL Financial first reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q2 2026.

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