CAWM
XSVN icon

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

Capital A 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
2025
Q2 		– Sell
-12
Closed -$573 – 858
2025
Q1 		$573 Buy
+12
New +$562 ﹤0.01% 611

Other funds holding XSVN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Capital A Wealth Management's XSVN Position: Q2 2025 in Review

Capital A Wealth Management sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q2 2025, closing a stake of 12 shares — an estimated $573 sold.

Capital A Wealth Management first reported a position in XSVN in Q1 2025 and held it in 1 quarter. The position peaked at $573 in Q1 2025. 35 funds tracked by Wall St. Rank hold XSVN as of Q2 2025.

  • Capital A Wealth Management reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 12 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $573.
  • Capital A Wealth Management first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $573 in Q1 2025.
  • 35 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.