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
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 $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

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

AE Wealth Management increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 37% in Q1 2026, buying an estimated $6.66M and bringing the position to 515,315 shares worth $24.6M. The position accounts for 0.13% of the portfolio, ranked #168.

AE Wealth Management first reported a position in XSVN in Q1 2024 and has held it in 9 quarters since. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • AE Wealth Management held 515,315 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $24.6M as of Q1 2026.
  • AE Wealth Management bought 138,549 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $6.66M.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.13% of AE Wealth Management's portfolio in Q1 2026, its #168 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 9 quarters since.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.