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XSVN icon

Diversified Enterprises’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Diversified Enterprises’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 		$416K Sell
8,805
-428
-5% -$20.2K 0.02% 272
2026
Q1 		$441K Sell
9,233
-113
-1% -$5.43K 0.02% 259
2025
Q4 		$449K Sell
9,346
-2,546
-21% -$123K 0.03% 232
2025
Q3 		$573K Sell
11,892
-684,801
-98% -$32.7M 0.04% 148
2025
Q2 		$33.4M Sell
696,693
-5,396
-0.8% -$255K 2.49% 9
2025
Q1 		$33.5M Sell
702,089
-7,203
-1% -$337K 2.82% 9
2024
Q4 		$32.8M Sell
709,292
-7,330
-1% -$347K 3.12% 8
2024
Q3 		$35.2M Buy
+716,622
New +$34.7M 3.86% 7

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

Diversified Enterprises's XSVN Position: Q2 2026 in Review

Diversified Enterprises reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 4.6% in Q2 2026, selling an estimated $20.2K and leaving 8,805 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #272.

Diversified Enterprises first reported a position in XSVN in Q3 2024 and has held it in 8 quarters since. The position peaked at $35.2M in Q3 2024. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Diversified Enterprises held 8,805 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $416K as of Q2 2026.
  • Diversified Enterprises sold 428 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $20.2K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #272 holding.
  • Diversified Enterprises first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • Diversified Enterprises's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $35.2M in Q3 2024.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.