AAS
XSVN icon

Ameritas Advisory Services’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Ameritas Advisory Services’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 		$969K Buy
20,497
+10,138
+98% +$479K 0.02% 570
2026
Q1 		$494K Buy
+10,359
New +$498K 0.02% 579

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

Ameritas Advisory Services's XSVN Position: Q2 2026 in Review

Ameritas Advisory Services increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 98% in Q2 2026, buying an estimated $479K and bringing the position to 20,497 shares worth $969K. The position accounts for 0.02% of the portfolio, ranked #570.

Ameritas Advisory Services first reported a position in XSVN in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Ameritas Advisory Services held 20,497 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $969K as of Q2 2026.
  • Ameritas Advisory Services bought 10,138 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $479K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #570 holding.
  • Ameritas Advisory Services first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.