Cetera Investment Advisers
XSVN icon

Cetera Investment Advisers’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Cetera Investment Advisers’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 		$4.15M Buy
+87,691
New +$4.15M ﹤0.01% 1764
2025
Q4 		– Sell
-4,255
Closed -$205K – 4888
2025
Q3 		$205K Sell
4,255
-481
-10% -$23K ﹤0.01% 4142
2025
Q2 		$227K Buy
+4,736
New +$224K ﹤0.01% 3629
2024
Q4 		– Sell
-70,748
Closed -$3.47M – 3903
2024
Q3 		$3.47M Buy
70,748
+46,624
+193% +$2.26M 0.01% 1221
2024
Q2 		$1.13M Buy
+24,124
New +$1.12M ﹤0.01% 1985

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

Cetera Investment Advisers's XSVN Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q2 2026: 87,691 shares worth $4.15M. The stake represents ﹤0.01% of the portfolio and ranks #1764 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in XSVN as recently as Q3 2025.

Cetera Investment Advisers first reported a position in XSVN in Q2 2024 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Cetera Investment Advisers held 87,691 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $4.15M as of Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF was a new Cetera Investment Advisers position in Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1764 holding.
  • Cetera Investment Advisers first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2024 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.