Dynamic Advisor Solutions’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Dynamic Advisor Solutions’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	$6.3M	Buy	141,142 +37,160	+36%	+$1.72M	0.18%	129
2026 Q2	$4.92M	Buy	103,982 +28,475	+38%	+$1.35M	0.14%	166
2026 Q1	$3.6M	Buy	75,507 +11,805	+19%	+$567K	0.11%	200
2025 Q4	$3.06M	Buy	63,702 +13,223	+26%	+$639K	0.1%	216
2025 Q3	$2.43M	Buy	50,479 +22,095	+78%	+$1.06M	0.07%	281
2025 Q2	$1.36M	Buy	28,384 +15,110	+114%	+$715K	0.04%	378
2025 Q1	$634K	Buy	13,274 +2,978	+29%	+$139K	0.02%	529
2024 Q4	$476K	Buy	+10,296	New	+$487K	0.02%	441

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

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

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Dynamic Advisor Solutions's XSVN Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 36% in Q3 2026, buying an estimated $1.72M and bringing the position to 141,142 shares worth $6.3M. The position accounts for 0.18% of the portfolio, ranked #129.

Dynamic Advisor Solutions first reported a position in XSVN in Q4 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold XSVN as of Q3 2026.

Dynamic Advisor Solutions held 141,142 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $6.3M as of Q3 2026.
Dynamic Advisor Solutions bought 37,160 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $1.72M.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.18% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #129 holding.
Dynamic Advisor Solutions first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2024 and has held it in 8 quarters since.
23 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.