AWM
XSVN icon

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

AE 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 		$21.1M Sell
445,622
-69,693
-14% -$3.3M 0.1% 218
2026
Q1 		$24.6M Buy
515,315
+138,549
+37% +$6.66M 0.13% 168
2025
Q4 		$18.1M Buy
376,766
+122,232
+48% +$5.91M 0.1% 202
2025
Q3 		$12.3M Buy
254,534
+109,925
+76% +$5.25M 0.08% 244
2025
Q2 		$6.92M Buy
144,609
+23,719
+20% +$1.12M 0.05% 307
2025
Q1 		$5.77M Buy
120,890
+27,519
+29% +$1.29M 0.05% 317
2024
Q4 		$4.32M Buy
93,371
+79,518
+574% +$3.76M 0.04% 366
2024
Q3 		$680K Sell
13,853
-818
-6% -$39.6K 0.01% 804
2024
Q2 		$690K Buy
14,671
+609
+4% +$28.4K 0.01% 796
2024
Q1 		$668K Buy
+14,062
New +$669K 0.01% 754

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

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

AE Wealth Management reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 14% in Q2 2026, selling an estimated $3.3M and leaving 445,622 shares worth $21.1M. The position accounts for 0.1% of the portfolio, ranked #218.

AE Wealth Management first reported a position in XSVN in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.6M in Q1 2026. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • AE Wealth Management held 445,622 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $21.1M as of Q2 2026.
  • AE Wealth Management sold 69,693 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $3.3M.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.1% of AE Wealth Management's portfolio in Q2 2026, its #218 holding.
  • AE Wealth Management first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • AE Wealth Management's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $24.6M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.