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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
Q1 		$1.83M Buy
+38,397
New +$1.85M 0.41% 51

Other funds holding XSVN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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
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
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 $2.07B AUM 16.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Beacon Financial Advisory's XSVN Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q1 2026: 38,397 shares worth $1.83M. The stake represents 0.41% of the portfolio and ranks #51 among its holdings.

49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Beacon Financial Advisory held 38,397 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $1.83M as of Q1 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF was a new Beacon Financial Advisory position in Q1 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.41% of Beacon Financial Advisory's portfolio in Q1 2026, its #51 holding.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.