BLWM
XSVN icon

Bucket List Wealth Management’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Bucket List Wealth 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 		$950K Sell
20,095
-3,071
-13% -$145K 0.47% 27
2026
Q1 		$1.11M Sell
23,166
-25,206
-52% -$1.21M 0.67% 27
2025
Q4 		$2.32M Buy
+48,372
New +$2.34M 1.39% 15

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Bucket List Wealth Management's XSVN Position: Q2 2026 in Review

Bucket List Wealth Management reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 13% in Q2 2026, selling an estimated $145K and leaving 20,095 shares worth $950K. The position accounts for 0.47% of the portfolio, ranked #27.

Bucket List Wealth Management first reported a position in XSVN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.32M in Q4 2025. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Bucket List Wealth Management held 20,095 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $950K as of Q2 2026.
  • Bucket List Wealth Management sold 3,071 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $145K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.47% of Bucket List Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Bucket List Wealth Management 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.
  • Bucket List Wealth Management's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $2.32M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Bucket List Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.