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 Q3	$393K	Hold	8,805	–	–	0.02%	307
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Benchmark Financial Wilmington, Delaware $130M AUM 5.94% 1-Year Est. Return

Diversified Enterprises's XSVN Position: Q3 2026 in Review

Diversified Enterprises held its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) position steady in Q3 2026 at 8,805 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #307.

Diversified Enterprises first reported a position in XSVN in Q3 2024 and has held it in 9 quarters since. The position peaked at $35.2M in Q3 2024. 24 funds tracked by Wall St. Rank hold XSVN as of Q3 2026.

Diversified Enterprises held 8,805 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $393K as of Q3 2026.
Diversified Enterprises left its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF share count unchanged in Q3 2026.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #307 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 9 quarters since.
Diversified Enterprises's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $35.2M in Q3 2024.
24 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.