Able Wealth Management
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
Q3 		– Sell
-6,070
Closed -$287K – 232
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Benchmark Financial
Benchmark Financial Wilmington, Delaware $130M AUM 5.94% 1-Year Est. Return

Able Wealth Management's XSVN Position: Q3 2026 in Review

Able Wealth Management sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q3 2026, closing a stake of 6,070 shares — an estimated $287K sold.

Able Wealth Management first reported a position in XSVN in Q2 2025 and held it in 5 quarters. The position peaked at $959K in Q4 2025. 23 funds tracked by Wall St. Rank hold XSVN as of Q3 2026.

  • Able Wealth Management reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Able Wealth Management sold 6,070 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $287K.
  • Able Wealth Management first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2025 and held it in 5 quarters.
  • Able Wealth Management's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $959K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.