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XSVN icon

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

Benchmark Financial’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 		$1.2M Sell
25,360
-577
-2% -$27.3K 0.98% 22
2026
Q1 		$1.24M Buy
25,937
+193
+0.7% +$9.28K 1.11% 19
2025
Q4 		$1.24M Buy
+25,744
New +$1.24M 1.23% 19

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
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Benchmark Financial's XSVN Position: Q2 2026 in Review

Benchmark Financial reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 2.2% in Q2 2026, selling an estimated $27.3K and leaving 25,360 shares worth $1.2M. The position accounts for 0.98% of the portfolio, ranked #22.

Benchmark Financial first reported a position in XSVN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q1 2026. 40 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Benchmark Financial held 25,360 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $1.2M as of Q2 2026.
  • Benchmark Financial sold 577 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $27.3K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.98% of Benchmark Financial's portfolio in Q2 2026, its #22 holding.
  • Benchmark Financial first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Benchmark Financial's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $1.24M in Q1 2026.
  • 40 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.