AWM
XSVN icon

Able Wealth Management’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Able Wealth Management’s Portfolio XSVN Stock Details XSVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Sell
6,070
-8,448
-58% -$400K 0.07% 113
2026
Q1 		$693K Sell
14,518
-5,437
-27% -$261K 0.19% 73
2025
Q4 		$959K Buy
19,955
+7,857
+65% +$380K 0.3% 51
2025
Q3 		$583K Buy
12,098
+4,426
+58% +$211K 0.22% 65
2025
Q2 		$367K Buy
+7,672
New +$363K 0.19% 75

Other funds holding XSVN

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Able Wealth Management's XSVN Position: Q2 2026 in Review

Able Wealth Management reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 58% in Q2 2026, selling an estimated $400K and leaving 6,070 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #113.

Able Wealth Management first reported a position in XSVN in Q2 2025 and has held it in 5 quarters since. The position peaked at $959K in Q4 2025. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Able Wealth Management held 6,070 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $287K as of Q2 2026.
  • Able Wealth Management sold 8,448 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $400K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.07% of Able Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Able Wealth Management first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Able Wealth Management's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $959K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.