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
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 $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Able Wealth Management's XSVN Position: Q1 2026 in Review

Able Wealth Management reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 27% in Q1 2026, selling an estimated $261K and leaving 14,518 shares worth $693K. The position accounts for 0.19% of the portfolio, ranked #73.

Able Wealth Management first reported a position in XSVN in Q2 2025 and has held it in 4 quarters since. The position peaked at $959K in Q4 2025. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Able Wealth Management held 14,518 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $693K as of Q1 2026.
  • Able Wealth Management sold 5,437 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $261K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.19% of Able Wealth Management's portfolio in Q1 2026, its #73 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 4 quarters since.
  • Able Wealth Management's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $959K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.