Envestnet Asset Management
XSVN icon

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

Envestnet 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 		$108M Buy
2,289,661
+438,568
+24% +$20.7M 0.03% 545
2026
Q1 		$88.3M Buy
1,851,093
+124,109
+7% +$5.97M 0.02% 575
2025
Q4 		$83M Buy
+1,726,984
New +$83.5M 0.02% 554
2025
Q3 		– Sell
-5,247
Closed -$251K – 4692
2025
Q2 		$251K Buy
+5,247
New +$248K ﹤0.01% 4119
2024
Q4 		– Sell
-281,269
Closed -$13.8M – 4416
2024
Q3 		$13.8M Buy
281,269
+65,735
+30% +$3.18M ﹤0.01% 1416
2024
Q2 		$10.1M Buy
215,534
+83,115
+63% +$3.87M ﹤0.01% 1556
2024
Q1 		$6.29M Buy
+132,419
New +$6.3M ﹤0.01% 1821

Other funds holding XSVN

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

Envestnet Asset Management's XSVN Position: Q2 2026 in Review

Envestnet Asset Management increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 24% in Q2 2026, buying an estimated $20.7M and bringing the position to 2,289,661 shares worth $108M. The position accounts for 0.03% of the portfolio, ranked #545.

Envestnet Asset Management first reported a position in XSVN in Q1 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Envestnet Asset Management held 2,289,661 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $108M as of Q2 2026.
  • Envestnet Asset Management bought 438,568 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $20.7M.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #545 holding.
  • Envestnet Asset Management first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2024 and has held it in 7 quarters since.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.