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Atria Investments’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Atria Investments’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
2024
Q4 		– Sell
-44,729
Closed -$2.19M – 2006
2024
Q3 		$2.19M Sell
44,729
-668
-1% -$32.3K 0.03% 631
2024
Q2 		$2.13M Buy
45,397
+398
+0.9% +$18.6K 0.03% 614
2024
Q1 		$2.14M Buy
+44,999
New +$2.14M 0.03% 627

Other funds holding XSVN

DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Atria Investments's XSVN Position: Q4 2024 in Review

Atria Investments sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q4 2024, closing a stake of 44,729 shares — an estimated $2.19M sold.

Atria Investments first reported a position in XSVN in Q1 2024 and held it in 3 quarters. The position peaked at $2.19M in Q3 2024. 26 funds tracked by Wall St. Rank hold XSVN as of Q4 2024.

  • Atria Investments reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 44,729 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $2.19M.
  • Atria Investments first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Atria Investments's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $2.19M in Q3 2024.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.