BCM
XSVN icon

Brookstone Capital Management’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Brookstone Capital Management’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 		$330K Sell
6,981
-10,668
-60% -$505K ﹤0.01% 1071
2026
Q1 		$842K Buy
+17,649
New +$848K 0.01% 703

Other funds holding XSVN

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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

Brookstone Capital Management's XSVN Position: Q2 2026 in Review

Brookstone Capital Management reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 60% in Q2 2026, selling an estimated $505K and leaving 6,981 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Brookstone Capital Management first reported a position in XSVN in Q1 2026 and has held it in 2 quarters since. The position peaked at $842K in Q1 2026. 20 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Brookstone Capital Management held 6,981 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $330K as of Q2 2026.
  • Brookstone Capital Management sold 10,668 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $505K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1071 holding.
  • Brookstone Capital Management 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.
  • Brookstone Capital Management's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $842K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.