Cambridge Investment Research Advisors’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Cambridge Investment Research Advisors’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	$1.18M	Buy	24,924 +3,940	+19%	+$186K	﹤0.01%	2148
2026 Q1	$1M	Buy	20,984 +2,510	+14%	+$121K	﹤0.01%	2165
2025 Q4	$888K	Buy	18,474 +3,729	+25%	+$180K	﹤0.01%	2195
2025 Q3	$710K	Buy	14,745 +3,562	+32%	+$170K	﹤0.01%	2340
2025 Q2	$535K	Buy	+11,183	New	+$529K	﹤0.01%	2484

Other funds holding XSVN

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

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 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

Cambridge Investment Research Advisors's XSVN Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 19% in Q2 2026, buying an estimated $186K and bringing the position to 24,924 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Cambridge Investment Research Advisors first reported a position in XSVN in Q2 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

Cambridge Investment Research Advisors held 24,924 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $1.18M as of Q2 2026.
Cambridge Investment Research Advisors bought 3,940 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $186K.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2148 holding.
Cambridge Investment Research Advisors first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
24 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.