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 Q2	$9.8M	Buy	207,300 +15,546	+8%	+$735K	﹤0.01%	3063
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Bank of America's XSVN Position: Q2 2026 in Review

Bank of America increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 8.1% in Q2 2026, buying an estimated $735K and bringing the position to 207,300 shares worth $9.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Bank of America first reported a position in XSVN in Q2 2023 and has held it in 13 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

Bank of America held 207,300 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $9.8M as of Q2 2026.
Bank of America bought 15,546 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $735K.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3063 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 13 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 Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.