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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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 $2.85B AUM 31.23% 1-Year Est. Return

Envestnet Asset Management's XSVN Position: Q1 2026 in Review

Envestnet Asset Management increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 7.2% in Q1 2026, buying an estimated $5.97M and bringing the position to 1,851,093 shares worth $88.3M. The position accounts for 0.02% of the portfolio, ranked #575.

Envestnet Asset Management first reported a position in XSVN in Q1 2024 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Envestnet Asset Management held 1,851,093 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $88.3M as of Q1 2026.
  • Envestnet Asset Management bought 124,109 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $5.97M.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.02% of Envestnet Asset Management's portfolio in Q1 2026, its #575 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 6 quarters since.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.