BTI
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Blue Trust Inc’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Blue Trust Inc’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 		$23.2M Buy
+491,293
New +$23.2M 0.24% 37

Other funds holding XSVN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Blue Trust Inc's XSVN Position: Q2 2026 in Review

Blue Trust Inc opened a new position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q2 2026: 491,293 shares worth $23.2M. The stake represents 0.24% of the portfolio and ranks #37 among its holdings.

16 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Blue Trust Inc held 491,293 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $23.2M as of Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF was a new Blue Trust Inc position in Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.24% of Blue Trust Inc's portfolio in Q2 2026, its #37 holding.
  • 16 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.