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 Q3	$1.18M	Buy	26,408 +1,048	+4%	+$48.5K	0.91%	23
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Benchmark Financial's XSVN Position: Q3 2026 in Review

Benchmark Financial increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 4.1% in Q3 2026, buying an estimated $48.5K and bringing the position to 26,408 shares worth $1.18M. The position accounts for 0.91% of the portfolio, ranked #23.

Benchmark Financial first reported a position in XSVN in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.24M in Q1 2026. 42 funds tracked by Wall St. Rank hold XSVN as of Q3 2026.

Benchmark Financial held 26,408 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $1.18M as of Q3 2026.
Benchmark Financial bought 1,048 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $48.5K.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.91% of Benchmark Financial's portfolio in Q3 2026, its #23 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 4 quarters since.
Benchmark Financial's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $1.24M in Q1 2026.
42 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.