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
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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Cetera Investment Advisers's XSVN Position: Q4 2025 in Review

Cetera Investment Advisers sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q4 2025, closing a stake of 4,255 shares — an estimated $205K sold.

Cetera Investment Advisers first reported a position in XSVN in Q2 2024 and held it in 4 quarters. The position peaked at $3.47M in Q3 2024. 45 funds tracked by Wall St. Rank hold XSVN as of Q4 2025.

Cetera Investment Advisers reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Cetera Investment Advisers sold 4,255 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $205K.
Cetera Investment Advisers first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2024 and held it in 4 quarters.
Cetera Investment Advisers's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $3.47M in Q3 2024.
45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q4 2025.

Based on Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.