Bank of America
XSVN icon

Bank of America’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Bank of America’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 		$9.15M Buy
191,754
+42,465
+28% +$2.04M ﹤0.01% 3030
2025
Q4 		$7.17M Buy
149,289
+35,784
+32% +$1.73M ﹤0.01% 3100
2025
Q3 		$5.47M Buy
113,505
+20,633
+22% +$986K ﹤0.01% 3910
2025
Q2 		$4.45M Buy
92,872
+4,065
+5% +$192K ﹤0.01% 4019
2025
Q1 		$4.24M Sell
88,807
-34,239
-28% -$1.6M ﹤0.01% 3987
2024
Q4 		$5.69M Buy
123,046
+13,428
+12% +$635K ﹤0.01% 3460
2024
Q3 		$5.38M Buy
109,618
+75,555
+222% +$3.66M ﹤0.01% 3675
2024
Q2 		$1.6M Buy
34,063
+33,069
+3,327% +$1.54M ﹤0.01% 4590
2024
Q1 		$47.2K Hold
994
– – ﹤0.01% 6533
2023
Q4 		$48.1K Buy
994
+73
+8% +$3.4K ﹤0.01% 6608
2023
Q3 		$42.4K Buy
921
+871
+1,742% +$41.2K ﹤0.01% 6542
2023
Q2 		$2.42K Buy
+50
New +$2.46K ﹤0.01% 7115

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 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 $3.25B AUM 41% 1-Year Est. Return

Bank of America's XSVN Position: Q1 2026 in Review

Bank of America increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 28% in Q1 2026, buying an estimated $2.04M and bringing the position to 191,754 shares worth $9.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3030.

Bank of America first reported a position in XSVN in Q2 2023 and has held it in 12 quarters since. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Bank of America held 191,754 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $9.15M as of Q1 2026.
  • Bank of America bought 42,465 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $2.04M.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3030 holding.
  • Bank of America first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2023 and has held it in 12 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 Bank of America's 13F filing for Q1 2026, filed 18 May 2026.