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

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-933
Closed -$44.7K – 1043
2025
Q2 		$44.7K Buy
933
+924
+10,267% +$43.7K 0.01% 358
2025
Q1 		$430 Buy
+9
New +$421 ﹤0.01% 1090

Other funds holding XSVN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s XSVN Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q3 2025, closing a stake of 933 shares — an estimated $44.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XSVN in Q1 2025 and held it in 2 quarters. The position peaked at $44.7K in Q2 2025. 36 funds tracked by Wall St. Rank hold XSVN as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 933 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $44.7K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2025 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $44.7K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.