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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 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.