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 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 $7.25B AUM 20.71% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 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

Dynamic Advisor Solutions's XSVN Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 38% in Q2 2026, buying an estimated $1.35M and bringing the position to 103,982 shares worth $4.92M. The position accounts for 0.14% of the portfolio, ranked #166.

Dynamic Advisor Solutions first reported a position in XSVN in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

Dynamic Advisor Solutions held 103,982 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $4.92M as of Q2 2026.
Dynamic Advisor Solutions bought 28,475 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.35M.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.14% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #166 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 7 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 Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.