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
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 $374B AUM 17.66% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAC
Dutch Asset Corp Selkirk, New York $149M AUM
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

LPL Financial's XTWY Position: Q1 2026 in Review

LPL Financial increased its BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) stake by 27% in Q1 2026, buying an estimated $88K and bringing the position to 10,974 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #4936.

LPL Financial first reported a position in XTWY in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold XTWY as of Q1 2026.

  • LPL Financial held 10,974 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $413K as of Q1 2026.
  • LPL Financial bought 2,302 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $88K.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4936 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 2 quarters since.
  • 28 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q1 2026.

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