ECA
XSVN icon

Elevated Capital Advisors’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Elevated Capital Advisors’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
2024
Q2 		– Sell
-9,464
Closed -$449K – 253
2024
Q1 		$449K Buy
+9,464
New +$450K 0.13% 138

Other funds holding XSVN

D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Elevated Capital Advisors's XSVN Position: Q2 2024 in Review

Elevated Capital Advisors sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q2 2024, closing a stake of 9,464 shares — an estimated $449K sold.

Elevated Capital Advisors first reported a position in XSVN in Q1 2024 and held it in 1 quarter. The position peaked at $449K in Q1 2024. 41 funds tracked by Wall St. Rank hold XSVN as of Q2 2024.

  • Elevated Capital Advisors reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Elevated Capital Advisors sold 9,464 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2024, an estimated $449K.
  • Elevated Capital Advisors first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Elevated Capital Advisors's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $449K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2024.

Based on Elevated Capital Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.