EWA
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EP Wealth Advisors’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

EP Wealth 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
2026
Q1 		$312K Buy
6,532
+2,052
+46% +$98.6K ﹤0.01% 1138
2025
Q4 		$215K Buy
+4,480
New +$217K ﹤0.01% 1348

Other funds holding XSVN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

EP Wealth Advisors's XSVN Position: Q1 2026 in Review

EP Wealth Advisors increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 46% in Q1 2026, buying an estimated $98.6K and bringing the position to 6,532 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

EP Wealth Advisors first reported a position in XSVN in Q4 2025 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • EP Wealth Advisors held 6,532 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $312K as of Q1 2026.
  • EP Wealth Advisors bought 2,052 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $98.6K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1138 holding.
  • EP Wealth Advisors first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2025 and has held it in 2 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 EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.