Dogwood Wealth Management’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Dogwood Wealth Management’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	$2.73M	Buy	57,800 +7,509	+15%	+$355K	1.08%	23
2026 Q1	$2.4M	Buy	50,291 +6,930	+16%	+$333K	1.04%	23
2025 Q4	$2.08M	Buy	43,361 +8,883	+26%	+$429K	0.92%	26
2025 Q3	$1.66M	Buy	34,478 +5,918	+21%	+$283K	0.76%	33
2025 Q2	$1.35M	Buy	+28,560	New	+$1.35M	0.66%	35

Other funds holding XSVN

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Benchmark Financial Wilmington, Delaware $123M AUM

Dogwood Wealth Management's XSVN Position: Q2 2026 in Review

Dogwood Wealth Management increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 15% in Q2 2026, buying an estimated $355K and bringing the position to 57,800 shares worth $2.73M. The position accounts for 1.08% of the portfolio, ranked #23.

Dogwood Wealth Management first reported a position in XSVN in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

Dogwood Wealth Management held 57,800 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $2.73M as of Q2 2026.
Dogwood Wealth Management bought 7,509 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $355K.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 1.08% of Dogwood Wealth Management's portfolio in Q2 2026, its #23 holding.
Dogwood Wealth Management first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.