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XSVN icon

Continuum Advisory’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Continuum Advisory’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
Q1 		$1.6M Buy
33,471
+7,421
+28% +$357K 0.15% 130
2025
Q4 		$1.25M Buy
26,050
+3,815
+17% +$184K 0.13% 156
2025
Q3 		$1.07M Buy
22,235
+976
+5% +$46.6K 0.11% 166
2025
Q2 		$1.02M Buy
+21,259
New +$1.01M 0.12% 165

Other funds holding XSVN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Continuum Advisory's XSVN Position: Q1 2026 in Review

Continuum Advisory increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 28% in Q1 2026, buying an estimated $357K and bringing the position to 33,471 shares worth $1.6M. The position accounts for 0.15% of the portfolio, ranked #130.

Continuum Advisory first reported a position in XSVN in Q2 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Continuum Advisory held 33,471 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $1.6M as of Q1 2026.
  • Continuum Advisory bought 7,421 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $357K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.15% of Continuum Advisory's portfolio in Q1 2026, its #130 holding.
  • Continuum Advisory first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.