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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
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 $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

Diversified Enterprises's XSVN Position: Q1 2026 in Review

Diversified Enterprises reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 1.2% in Q1 2026, selling an estimated $5.43K and leaving 9,233 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #259.

Diversified Enterprises first reported a position in XSVN in Q3 2024 and has held it in 7 quarters since. The position peaked at $35.2M in Q3 2024. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Diversified Enterprises held 9,233 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $441K as of Q1 2026.
  • Diversified Enterprises sold 113 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $5.43K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.02% of Diversified Enterprises's portfolio in Q1 2026, its #259 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 7 quarters since.
  • Diversified Enterprises's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $35.2M in Q3 2024.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.