EMAM
XSVN icon

Encompass More Asset Management’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Encompass More Asset 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 		$688K Buy
14,549
+2,246
+18% +$106K 0.1% 123
2026
Q1 		$587K Buy
12,303
+551
+5% +$26.5K 0.1% 126
2025
Q4 		$565K Buy
+11,752
New +$568K 0.1% 135

Other funds holding XSVN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 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

Encompass More Asset Management's XSVN Position: Q2 2026 in Review

Encompass More Asset Management increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 18% in Q2 2026, buying an estimated $106K and bringing the position to 14,549 shares worth $688K. The position accounts for 0.1% of the portfolio, ranked #123.

Encompass More Asset Management first reported a position in XSVN in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Encompass More Asset Management held 14,549 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $688K as of Q2 2026.
  • Encompass More Asset Management bought 2,246 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $106K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.1% of Encompass More Asset Management's portfolio in Q2 2026, its #123 holding.
  • Encompass More Asset Management first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.