Commonwealth Equity Services’s US Treasury 7 Year Note ETF USVN Stock Holding History

Commonwealth Equity Services’s Portfolio USVN Stock Details USVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$409K	Buy	8,585 +79	+0.9%	+$3.78K	﹤0.01%	3475
2026 Q1	$409K	Sell	8,506 -17,997	-68%	-$874K	﹤0.01%	3393
2025 Q4	$1.29M	Buy	26,503 +612	+2%	+$29.9K	﹤0.01%	2370
2025 Q3	$1.26M	Buy	25,891 +198	+0.8%	+$9.58K	﹤0.01%	2407
2025 Q2	$1.25M	Buy	25,693 +48	+0.2%	+$2.3K	﹤0.01%	2381
2025 Q1	$1.24M	Buy	25,645 +233	+0.9%	+$11K	﹤0.01%	2300
2024 Q4	$1.19M	Sell	25,412 -3,614	-12%	-$173K	﹤0.01%	2258
2024 Q3	$1.44M	Buy	29,026 +9,541	+49%	+$466K	﹤0.01%	2055
2024 Q2	$926K	Sell	19,485 -19	-0.1%	-$896	﹤0.01%	2338
2024 Q1	$935K	Buy	19,504 +1,157	+6%	+$55.6K	﹤0.01%	2307
2023 Q4	$895K	Buy	+18,347	New	+$868K	﹤0.01%	2253

Other funds holding USVN

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Commonwealth Equity Services's USVN Position: Q2 2026 in Review

Commonwealth Equity Services increased its US Treasury 7 Year Note ETF (USVN) stake by 0.93% in Q2 2026, buying an estimated $3.78K and bringing the position to 8,585 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #3475.

Commonwealth Equity Services first reported a position in USVN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q3 2024. 5 funds tracked by Wall St. Rank hold USVN as of Q2 2026.

Commonwealth Equity Services held 8,585 shares of US Treasury 7 Year Note ETF worth $409K as of Q2 2026.
Commonwealth Equity Services bought 79 US Treasury 7 Year Note ETF shares in Q2 2026, an estimated $3.78K.
US Treasury 7 Year Note ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3475 holding.
Commonwealth Equity Services first reported a position in US Treasury 7 Year Note ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's US Treasury 7 Year Note ETF position peaked at $1.44M in Q3 2024.
5 funds tracked by Wall St. Rank held US Treasury 7 Year Note ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.