BCMIO
XSVN icon

Beacon Capital Management Inc (Ohio)’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q3 		$328K Buy
7,341
+4,501
+158% +$208K 0.02% 59
2026
Q2 		$134K Buy
+2,840
New +$134K 0.01% 63

Other funds holding XSVN

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s XSVN Position: Q3 2026 in Review

Beacon Capital Management Inc (Ohio) increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 158% in Q3 2026, buying an estimated $208K and bringing the position to 7,341 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #59.

Beacon Capital Management Inc (Ohio) first reported a position in XSVN in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold XSVN as of Q3 2026.

  • Beacon Capital Management Inc (Ohio) held 7,341 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $328K as of Q3 2026.
  • Beacon Capital Management Inc (Ohio) bought 4,501 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $208K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.02% of Beacon Capital Management Inc (Ohio)'s portfolio in Q3 2026, its #59 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2026, filed 13 Oct 2026.