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Beacon Financial Advisory’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Beacon Financial Advisory’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 		$2M Buy
42,349
+3,952
+10% +$187K 0.39% 57
2026
Q1 		$1.83M Buy
+38,397
New +$1.85M 0.41% 51

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Lido Advisors
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

Beacon Financial Advisory's XSVN Position: Q2 2026 in Review

Beacon Financial Advisory increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 10% in Q2 2026, buying an estimated $187K and bringing the position to 42,349 shares worth $2M. The position accounts for 0.39% of the portfolio, ranked #57.

Beacon Financial Advisory first reported a position in XSVN in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Beacon Financial Advisory held 42,349 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $2M as of Q2 2026.
  • Beacon Financial Advisory bought 3,952 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $187K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.39% of Beacon Financial Advisory's portfolio in Q2 2026, its #57 holding.
  • Beacon Financial Advisory first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 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 Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.